2023 Form 5500 filing — Apartment 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 20241015231544NAL0050089664001) for Apartment Employees' Welfare Fund, reported by B Of T Apartment Employees' Welfare Fund under EIN 94-6069860 and plan number 501. It reports 294 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015231544NAL0050089664001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- B Of T Apartment Employees' Welfare Fund
- EIN
- 94-6069860
- Plan number
- 501
- Location
- Covina, CA
- Participants
- 294
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,037,792
- Total liabilities (EOY)
- $257,161
- Net assets (EOY)
- $5,780,631
- Employer contributions
- $8,788,711
- Total income / additions
- $8,995,557
- Benefits paid
- $7,963,980
- Administrative expenses
- $225,558
- Total expenses
- $8,189,538
- Net increase / (decrease)
- $806,019
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Southwest Administrators | NONE | $69,598 | not reported in the loaded dataset |
| Rael & Letson | NONE | $33,480 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $30,090 | not reported in the loaded dataset |
| Us Bank | NONE | $20,674 | not reported in the loaded dataset |
| Weinberg, Roger, Rosenfeld | NONE | $19,669 | not reported in the loaded dataset |
| Northwest Administrators, Inc | NONE | $10,586 | not reported in the loaded dataset |
| National Compliance Services | NONE | $9,766 | not reported in the loaded dataset |
| Boyd Watterson Asset Management | NONE | $8,823 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $6,250 | not reported in the loaded dataset |