2023 Form 5500 filing — Western States Health And Welfare Trust Fund Of The Opeiu
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 20241216184505NAL0001439153001) for Western States Health And Welfare Trust Fund Of The Opeiu, reported by Western States Health And Welfare Trust Fund Of The Opeiu Trustees under EIN 93-6028906 and plan number 501. It reports 979 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241216184505NAL0001439153001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Western States Health And Welfare Trust Fund Of The Opeiu Trustees
- EIN
- 93-6028906
- Plan number
- 501
- Location
- Portland, OR
- Participants
- 979
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,939,100
- Total liabilities (EOY)
- $3,237,719
- Net assets (EOY)
- $14,701,381
- Employer contributions
- $19,565,759
- Participant contributions
- $1,090,965
- Total income / additions
- $22,012,043
- Benefits paid
- $20,534,915
- Administrative expenses
- $414,700
- Total expenses
- $20,949,615
- Net increase / (decrease)
- $1,062,428
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | THIRD PARTY ADMINISTRATOR | $170,658 | not reported in the loaded dataset |
| Bp&A, LLC | PLAN CONSULTANT | $74,260 | not reported in the loaded dataset |
| Union Bank Na | BANKING | $33,673 | not reported in the loaded dataset |
| Mondress Monaco Parr Lockwood | LEGAL COUNSEL | $24,584 | not reported in the loaded dataset |
| Bjorklund & Montplaisir | PLAN AUDITOR | $14,900 | not reported in the loaded dataset |
| Verus Advisory, Inc. | INVESTMENT ADVISOR | $12,083 | not reported in the loaded dataset |
| Withum Smith & Brown | PAYROLL AUDITOR | $9,307 | not reported in the loaded dataset |
| Milliman Usa | PLAN ACTUARY | $4,500 | not reported in the loaded dataset |