2023 Form 5500 filing — I.A.T.S.E. Local 16 Health And Welfare Trust 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 20241015192112NAL0049522944001) for I.A.T.S.E. Local 16 Health And Welfare Trust Fund, reported by I.A.T.S.E. Local 16 Welfare Trust Fund under EIN 94-6138741 and plan number 501. It reports 1,798 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015192112NAL0049522944001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- I.A.T.S.E. Local 16 Welfare Trust Fund
- EIN
- 94-6138741
- Plan number
- 501
- Location
- Pleasanton, CA
- Participants
- 1,798
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,657,434
- Total liabilities (EOY)
- $1,694,385
- Net assets (EOY)
- $18,963,049
- Employer contributions
- $15,347,781
- Participant contributions
- $478,326
- Total income / additions
- $18,766,593
- Benefits paid
- $13,342,504
- Administrative expenses
- $863,914
- Total expenses
- $14,206,418
- Net increase / (decrease)
- $4,560,175
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $326,017 | not reported in the loaded dataset |
| Anthem Blue Cross Life & Health Ins | NONE | $186,962 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $96,088 | not reported in the loaded dataset |
| Rael & Letson | NONE | $64,780 | not reported in the loaded dataset |
| Weinberg, Roger & Rosenfeld | NONE | $64,727 | not reported in the loaded dataset |
| Teamsters Assistance Program | NONE | $17,056 | not reported in the loaded dataset |
| Smart Source | NONE | $12,726 | not reported in the loaded dataset |
| Verus | NONE | $11,117 | not reported in the loaded dataset |
| Wells Fargo | NONE | $9,609 | not reported in the loaded dataset |
| Cigna Health And Life Insurance Co. | NONE | $9,321 | $0 |