2023 Form 5500 filing — U.A. Local No. 393 Health And Welfare 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 20241009083418NAL0010435843001) for U.A. Local No. 393 Health And Welfare Plan, reported by Board Of Trustees Of The U.A. Local No. 393 Health And Welfare Trust F under EIN 94-6401544 and plan number 501. It reports 2,730 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009083418NAL0010435843001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The U.A. Local No. 393 Health And Welfare Trust F
- EIN
- 94-6401544
- Plan number
- 501
- Location
- San Jose, CA
- Participants
- 2,730
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $185,328,552
- Total liabilities (EOY)
- $11,115,814
- Net assets (EOY)
- $174,212,738
- Employer contributions
- $55,597,346
- Participant contributions
- $1,386,762
- Total income / additions
- $78,580,194
- Benefits paid
- $56,271,883
- Administrative expenses
- $2,667,340
- Total expenses
- $58,939,223
- Net increase / (decrease)
- $19,640,971
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys Administrators | NONE | $828,276 | not reported in the loaded dataset |
| Delta Dental | NONE | $296,509 | not reported in the loaded dataset |
| Anthem Blue Cross | NONE | $187,299 | not reported in the loaded dataset |
| Columbia Management | NONE | $180,696 | not reported in the loaded dataset |
| Change Healthcare | NONE | $135,638 | not reported in the loaded dataset |
| Northwestern Plan Services | NONE | $133,250 | not reported in the loaded dataset |
| Suzanne Needham | EMPLOYEE | $125,120 | not reported in the loaded dataset |
| Nwq Investments | NONE | $124,310 | not reported in the loaded dataset |
| Cystal Clear Rx | NONE | $118,366 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $93,947 | not reported in the loaded dataset |
| Kraw Law Group | NONE | $79,969 | not reported in the loaded dataset |
| Raymond James Financial Inc | NONE | $60,443 | not reported in the loaded dataset |
| Smart Source LLC | NONE | $56,187 | not reported in the loaded dataset |
| Beat It Program | NONE | $48,550 | not reported in the loaded dataset |
| Broadridge Matrix Trust Co | NONE | $26,754 | not reported in the loaded dataset |
| Saltzman & Johnson Law Group | NONE | $23,349 | not reported in the loaded dataset |
| Health Advocate Solutions | NONE | $22,262 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $20,784 | not reported in the loaded dataset |
| Maul Firm | NONE | $17,500 | not reported in the loaded dataset |