2023 Form 5500 filing — Opeiu Locals 30 And 537 Health And 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 20241108155508NAL0025261250001) for Opeiu Locals 30 And 537 Health And Welfare Fund, reported by Board Of Trustees, Opeiu Locals 30 And 537 under EIN 95-6047601 and plan number 501. It reports 1,336 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241108155508NAL0025261250001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Opeiu Locals 30 And 537
- EIN
- 95-6047601
- Plan number
- 501
- Location
- Los Angeles, CA
- Participants
- 1,336
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,475,751
- Total liabilities (EOY)
- $1,651,517
- Net assets (EOY)
- $12,824,234
- Employer contributions
- $7,318,155
- Participant contributions
- $374,823
- Total income / additions
- $8,123,699
- Benefits paid
- $6,028,935
- Administrative expenses
- $658,240
- Total expenses
- $6,687,175
- Net increase / (decrease)
- $1,436,524
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Programs Administration | NONE | $432,494 | not reported in the loaded dataset |
| Express Scripts | NONE | $389,082 | not reported in the loaded dataset |
| Rael & Letson | NONE | $69,957 | not reported in the loaded dataset |
| Aetna | NONE | $42,546 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $29,600 | not reported in the loaded dataset |
| Us Bank Of California | NONE | $17,768 | not reported in the loaded dataset |
| Segal Advisors | NONE | $10,200 | not reported in the loaded dataset |
| Gilbert & Sackman, A Law Corp | NONE | $7,681 | not reported in the loaded dataset |