2023 Form 5500 filing — Heat And Frost Insulators Of No. Calif. , Local 16 Health And Welfare Fund
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 20241008135358NAL0034911298001) for Heat And Frost Insulators Of No. Calif. , Local 16 Health And Welfare Fund, reported by Board Of Trustees Of Heat And Frost Insulators Of No. Calif., Local 16 under EIN 94-1233004 and plan number 501. It reports 707 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008135358NAL0034911298001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Heat And Frost Insulators Of No. Calif., Local 16
- EIN
- 94-1233004
- Plan number
- 501
- Location
- Pleasanton, CA
- Participants
- 707
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,257,529
- Total liabilities (EOY)
- $983,461
- Net assets (EOY)
- $14,274,068
- Employer contributions
- $13,098,649
- Participant contributions
- $724,667
- Total income / additions
- $14,857,113
- Benefits paid
- $13,406,456
- Administrative expenses
- $903,407
- Total expenses
- $14,309,863
- Net increase / (decrease)
- $547,250
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys Administrators | NONE | $366,268 | not reported in the loaded dataset |
| Saltzman & Johnson Law Corporation | NONE | $120,911 | not reported in the loaded dataset |
| The Segal Company | NONE | $99,965 | $16,803 |
| Withumsmith+Brown, Pc | NONE | $77,071 | not reported in the loaded dataset |
| Delta Dental | NONE | $71,401 | not reported in the loaded dataset |
| Mcmorgan & Company LLC | NONE | $50,747 | not reported in the loaded dataset |
| Anthem Blue Cross | NONE | $50,200 | not reported in the loaded dataset |
| Elixir Rx Solutions, LLC | NONE | $17,814 | not reported in the loaded dataset |
| Smartsource | NONE | $15,441 | not reported in the loaded dataset |