2023 Form 5500 filing — Electrical Workers Health And Welfare Trust Fund For San Francisco
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 20241115155504NAL0000654163001) for Electrical Workers Health And Welfare Trust Fund For San Francisco, reported by Board Of Trustees, Electrical Workers Health And under EIN 94-6061762 and plan number 501. It reports 2,295 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241115155504NAL0000654163001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Electrical Workers Health And
- EIN
- 94-6061762
- Plan number
- 501
- Location
- San Francisco, CA
- Participants
- 2,295
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $86,118,764
- Total liabilities (EOY)
- $19,397,886
- Net assets (EOY)
- $66,720,878
- Employer contributions
- $41,166,150
- Participant contributions
- $5,944,103
- Total income / additions
- $51,129,861
- Benefits paid
- $51,357,056
- Administrative expenses
- $2,066,025
- Total expenses
- $53,423,081
- Net increase / (decrease)
- -$2,293,220
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| E.I.S.B., Inc. | NONE | $1,244,795 | not reported in the loaded dataset |
| California Physicians Service | NONE | $326,311 | $0 |
| Nwps | NONE | $255,203 | not reported in the loaded dataset |
| Delta Dental Of California | NONE | $243,452 | not reported in the loaded dataset |
| Dodge & Cox | NONE | $86,444 | not reported in the loaded dataset |
| Leonard Carder Llp | NONE | $81,263 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $44,200 | not reported in the loaded dataset |
| Psg Consulting | NONE | $42,978 | not reported in the loaded dataset |
| Pgim Real Estate | NONE | $42,130 | $0 |
| Alan Biller & Associates, Inc. | NONE | $35,000 | not reported in the loaded dataset |
| David Crutcher | NONE | $32,568 | not reported in the loaded dataset |
| Comerica | NONE | $5,687 | not reported in the loaded dataset |
| Stephen Horn Insurance Svcs | NONE | $0 | $5,518 |