2023 Form 5500 filing — Uwua National 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 20241011092325NAL0021583297004) for Uwua National Health And Welfare Fund, reported by Trustees - Utility Workers Union Of America National Health And Welfar under EIN 20-0027580 and plan number 501. It reports 8,218 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011092325NAL0021583297004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees - Utility Workers Union Of America National Health And Welfar
- EIN
- 20-0027580
- Plan number
- 501
- Location
- Bloomington, MN
- Participants
- 8,218
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $171,289,299
- Total liabilities (EOY)
- $1,750,552
- Net assets (EOY)
- $169,538,747
- Employer contributions
- $29,695,686
- Participant contributions
- $132,430
- Total income / additions
- $44,555,850
- Benefits paid
- $22,663,926
- Administrative expenses
- $465,772
- Total expenses
- $23,129,698
- Net increase / (decrease)
- $21,426,152
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shied Of Michigan | NONE | $714,755 | $6,102 |
| Segal Consulting | NONE | $85,913 | not reported in the loaded dataset |
| Marquette Associates | NONE | $84,000 | not reported in the loaded dataset |
| Calibre Cpa Group,Pllc | NONE | $59,504 | not reported in the loaded dataset |
| Tic International Corporation | NONE | $49,938 | not reported in the loaded dataset |
| Watkins, Pawlick, Calati & Prifiti | NONE | $46,354 | not reported in the loaded dataset |
| Delta Dental Of Michigan | NONE | $37,193 | not reported in the loaded dataset |
| Loomis Sayles Trust Company, LLC | NONE | $21,619 | not reported in the loaded dataset |
| Health Plan Advocates | NONE | $21,602 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $11,599 | not reported in the loaded dataset |
| Legghio & Israel, Pc | NONE | $7,955 | not reported in the loaded dataset |
| Bank Of Labor | NONE | $6,563 | not reported in the loaded dataset |
| Segal Select Insurance Services,Inc | NONE | $0 | $6,347 |
| Ideal Printing | NONE | $5,680 | not reported in the loaded dataset |