2023 Form 5500 filing — Ara Pension & 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 20241013110614NAL0012402147001) for Ara Pension & Welfare Plan, reported by Board Of Trustees Ara Pension And Welfare Plan under EIN 13-6083690 and plan number 501. It reports 97 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013110614NAL0012402147001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Ara Pension And Welfare Plan
- EIN
- 13-6083690
- Plan number
- 501
- Location
- Alameda, CA
- Participants
- 97
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,872,213
- Total liabilities (EOY)
- $744,482
- Net assets (EOY)
- $20,127,731
- Employer contributions
- $834,383
- Participant contributions
- $161,545
- Total income / additions
- $3,930,816
- Benefits paid
- $728,506
- Administrative expenses
- $475,068
- Total expenses
- $1,203,574
- Net increase / (decrease)
- $2,727,242
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Company | NONE OTHER THAN CONTRACT | $75,525 | not reported in the loaded dataset |
| Barry Basel | CONSULTANT | $61,381 | not reported in the loaded dataset |
| Meritain Health | NONE OTHER THAN CONTRACT | $60,380 | not reported in the loaded dataset |
| Proskauer Rose Llp | NONE OTHER THAN CONTRACT | $49,793 | not reported in the loaded dataset |
| Zenith American Solutions | NONE OTHER THAN CONTRACT | $41,427 | not reported in the loaded dataset |
| Baldwin Moffitt Behm Llp | NONE OTHER THAN CONTRACT | $27,598 | not reported in the loaded dataset |
| Edwin A Steinberg | NONE OTHER THAN CONTRACT | $25,292 | not reported in the loaded dataset |
| Amalgamated Bank | NONE OTHER THAN CONTRACT | $15,656 | $0 |
| Segal Select Insurance | NONE OTHER THAN CONTRACT | $10,642 | not reported in the loaded dataset |
| Segal Marco Consulting | NONE | $5,355 | not reported in the loaded dataset |