2023 Form 5500 filing — Electrical Workers' Disability Plan
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 20241008153101NAL0017889969001) for Electrical Workers' Disability Plan, reported by Electrical Workers' Veba Trust under EIN 20-8431466 and plan number 502. It reports 5,394 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008153101NAL0017889969001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Electrical Workers' Veba Trust
- EIN
- 20-8431466
- Plan number
- 502
- Location
- Spokane, WA
- Participants
- 5,394
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $821,221
- Total liabilities (EOY)
- $189,756
- Net assets (EOY)
- $631,465
- Employer contributions
- $1,423,620
- Total income / additions
- $1,611,297
- Benefits paid
- $1,090,453
- Administrative expenses
- $182,756
- Total expenses
- $1,273,209
- Net increase / (decrease)
- $338,088
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rehn & Associates, Inc. | NONE | $100,645 | not reported in the loaded dataset |
| Gallagher Benefit Services, Inc. | NONE | $41,078 | not reported in the loaded dataset |
| Katten Muchin Rosenman, Llp | NONE | $20,026 | not reported in the loaded dataset |
| Schoedel & Schoedel Cpas, Pllc | NONE | $8,300 | not reported in the loaded dataset |