2023 Form 5500 filing — Carpenters Local Union No 491 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 20241015135040NAL0049712032001) for Carpenters Local Union No 491 Health And Welfare Plan, reported by Trustees Of Carp Local Union No 491 Health And Welfare Plan under EIN 52-1252611 and plan number 501. It reports 433 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135040NAL0049712032001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Carp Local Union No 491 Health And Welfare Plan
- EIN
- 52-1252611
- Plan number
- 501
- Location
- Sparks, MD
- Participants
- 433
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,802,349
- Total liabilities (EOY)
- $879,957
- Net assets (EOY)
- $7,922,392
- Employer contributions
- $4,092,609
- Participant contributions
- $984,112
- Total income / additions
- $5,712,421
- Benefits paid
- $3,525,910
- Administrative expenses
- $631,480
- Total expenses
- $4,157,390
- Net increase / (decrease)
- $1,555,031
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ullico | NONE | $269,594 | $0 |
| Associated Adminstrators | NONE | $137,917 | $0 |
| Independence Administrators | NONE | $121,845 | $0 |
| Bolton Partners Investment Consulti | NONE | $29,000 | $0 |
| Batoff Associates Pa | NONE | $23,789 | $0 |
| Ira Marc Miller And Co Pa | NONE | $18,000 | $0 |
| Pnc Bank | NONE | $7,769 | $0 |
| York Insurance Services Inc | NONE | $6,259 | $0 |