2023 Form 5500 filing — Western States Insul And Allied Workers' Health Pl
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 20241002144630NAL0008474641001) for Western States Insul And Allied Workers' Health Pl, reported by Board Of Trustees Of Western States Insul And Allied Workers Health Pl under EIN 94-6170245 and plan number 501. It reports 4,842 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002144630NAL0008474641001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Western States Insul And Allied Workers Health Pl
- EIN
- 94-6170245
- Plan number
- 501
- Location
- Pleasanton, CA
- Participants
- 4,842
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,201,977
- Total liabilities (EOY)
- $61,549
- Net assets (EOY)
- $1,140,428
- Employer contributions
- $44,354
- Total income / additions
- $47,509
- Benefits paid
- $123,018
- Administrative expenses
- $152,230
- Total expenses
- $275,248
- Net increase / (decrease)
- -$227,739
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Workcare Inc. | NONE | $54,974 | not reported in the loaded dataset |
| Benesys Administrators | NONE | $43,534 | not reported in the loaded dataset |
| Smart Source LLC | NONE | $14,212 | not reported in the loaded dataset |
| Withumsmith&Brown, Pc | NONE | $13,629 | not reported in the loaded dataset |
| Cheiron, Inc. | NONE | $12,864 | not reported in the loaded dataset |
| Kraw Law Group, Apc | NONE | $10,763 | not reported in the loaded dataset |