2023 Form 5500 filing — Redwood Empire Electrical Workers Health & Welfare Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240918195502NAL0004858385001) for Redwood Empire Electrical Workers Health & Welfare Trust, reported by Board Of Trustees, Redwood Empire Electrical Workers under EIN 23-7071451 and plan number 501. It reports 517 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918195502NAL0004858385001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Redwood Empire Electrical Workers
- EIN
- 23-7071451
- Plan number
- 501
- Location
- Santa Rosa, CA
- Participants
- 517
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,914,123
- Total liabilities (EOY)
- $6,478,978
- Net assets (EOY)
- $6,435,145
- Employer contributions
- $10,190,969
- Participant contributions
- $627,371
- Total income / additions
- $11,604,661
- Benefits paid
- $11,308,003
- Administrative expenses
- $403,217
- Total expenses
- $11,711,220
- Net increase / (decrease)
- -$106,559
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alice Marshall | EMPLOYEE | $86,225 | not reported in the loaded dataset |
| Sarah Pradels | EMPLOYEE | $71,151 | not reported in the loaded dataset |
| Rael & Letson | NONE | $43,200 | not reported in the loaded dataset |
| Navia Benefit Solutions | NONE | $28,835 | not reported in the loaded dataset |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $26,376 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $24,600 | not reported in the loaded dataset |
| Compliance Audit Services | NONE | $20,018 | not reported in the loaded dataset |
| Dodge & Cox | NONE | $15,867 | not reported in the loaded dataset |
| Ibew Local 551 | RELATED PTY | $14,580 | not reported in the loaded dataset |