2023 Form 5500 filing — Office And Professional Employees 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 20241014222509NAL0047644096001) for Office And Professional Employees Welfare Fund, reported by Board Of Trustees, Office And Professional Employees under EIN 23-7120690 and plan number 501. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014222509NAL0047644096001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Office And Professional Employees
- EIN
- 23-7120690
- Plan number
- 501
- Location
- Dublin, CA
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,829,197
- Total liabilities (EOY)
- $189,501
- Net assets (EOY)
- $1,639,696
- Employer contributions
- $2,793,583
- Participant contributions
- $236,368
- Total income / additions
- $3,063,854
- Benefits paid
- $3,070,517
- Administrative expenses
- $209,907
- Total expenses
- $3,280,424
- Net increase / (decrease)
- -$216,570
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Health Services & Benefit Admin Inc | NONE | $111,240 | not reported in the loaded dataset |
| Rael & Letson Consultants & Actuary | NONE | $45,351 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $15,700 | not reported in the loaded dataset |
| Taylor English Duma Llp | NONE | $8,820 | not reported in the loaded dataset |