2023 Form 5500 filing — U.A. Local Union No. 614 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 20250115172847NAL0022002673001) for U.A. Local Union No. 614 Health And Welfare Fund, reported by Trustees - U.A. Local Union No. 614 Health And Welfare Fund under EIN 62-0637976 and plan number 501. It reports 636 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115172847NAL0022002673001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees - U.A. Local Union No. 614 Health And Welfare Fund
- EIN
- 62-0637976
- Plan number
- 501
- Location
- Goodlettsville, TN
- Participants
- 636
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,107,535
- Total liabilities (EOY)
- $6,270,590
- Net assets (EOY)
- $5,836,945
- Employer contributions
- $10,538,329
- Participant contributions
- $502,472
- Total income / additions
- $11,340,876
- Benefits paid
- $7,706,545
- Administrative expenses
- $767,708
- Total expenses
- $8,474,253
- Net increase / (decrease)
- $2,866,623
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cigna | NONE | $302,126 | $0 |
| Southern Benefit Admin | NONE | $220,040 | not reported in the loaded dataset |
| Novara Tesija & Catenacci, Pllc | NONE | $96,059 | not reported in the loaded dataset |
| Labor First | NONE | $62,331 | not reported in the loaded dataset |
| Needles & Associates LLC | NONE | $38,191 | not reported in the loaded dataset |
| New South Capital Management | NONE | $19,172 | not reported in the loaded dataset |
| United Actuarial Services, Inc | NONE | $6,975 | not reported in the loaded dataset |