2023 Form 5500 filing — Automotive Industries 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 20241015183725NAL0017057043001) for Automotive Industries Welfare Plan, reported by Board Of Trustees Of Automotive Industries Welfare Plan under EIN 94-6078226 and plan number 501. It reports 2,942 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015183725NAL0017057043001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Automotive Industries Welfare Plan
- EIN
- 94-6078226
- Plan number
- 501
- Location
- Dublin, CA
- Participants
- 2,942
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,944,275
- Total liabilities (EOY)
- $3,661,416
- Net assets (EOY)
- $47,282,859
- Employer contributions
- $48,696,648
- Participant contributions
- $159,822
- Total income / additions
- $60,381,757
- Benefits paid
- $55,434,251
- Administrative expenses
- $2,753,643
- Total expenses
- $58,187,894
- Net increase / (decrease)
- $2,193,863
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Health Services & Benefits Adminst | NONE | $1,251,724 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $392,782 | not reported in the loaded dataset |
| Anthem Blue Cross | NONE | $189,081 | not reported in the loaded dataset |
| The Segal Company | NONE | $143,976 | $37,766 |
| Charles Besocke | EMPLOYEE | $160,898 | not reported in the loaded dataset |
| Delta Dental Of California | NONE | $129,711 | not reported in the loaded dataset |
| Saltzman & Johnson Law Corporation | NONE | $120,125 | not reported in the loaded dataset |
| Graystone Consulting/Morgan Stanley | NONE | $70,634 | not reported in the loaded dataset |
| Fremont Bank | NONE | $30,020 | not reported in the loaded dataset |
| Mackay Shields LLC | NONE | $0 | $27,596 |
| Wex Health, Inc. | NONE | $24,440 | not reported in the loaded dataset |
| Optumrx, Inc. | NONE | $20,847 | not reported in the loaded dataset |
| Nfp | NONE | $0 | $11,864 |
| Mcmorgan & Company LLC | NONE | $11,692 | not reported in the loaded dataset |
| Steve Sowinski | TRUSTEE | $6,659 | not reported in the loaded dataset |
| Rsp Printing | NONE | $5,837 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $2,102 | $3,471 |