2023 Form 5500 filing — Western Labor Alliance Health & Welfare Trust 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 20250221165837NAL0010626016002) for Western Labor Alliance Health & Welfare Trust Fund, reported by Western Labor Alliance Health & Welfare Trust Fund under EIN 91-1748622 and plan number 501. It reports 26 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250221165837NAL0010626016002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Western Labor Alliance Health & Welfare Trust Fund
- EIN
- 91-1748622
- Plan number
- 501
- Location
- Rancho Cucamonga, CA
- Participants
- 26
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $664,834
- Total liabilities (EOY)
- -$8,425
- Net assets (EOY)
- $673,259
- Employer contributions
- $436,124
- Participant contributions
- $2,531
- Total income / additions
- $460,717
- Benefits paid
- $322,203
- Administrative expenses
- $66,451
- Total expenses
- $388,654
- Net increase / (decrease)
- $72,063
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rael & Letson | NONE | $27,250 | not reported in the loaded dataset |
| Morgan & Franz Admin & Consulting | NONE | $9,577 | $15,463 |
| Henningfield & Associates, Inc. | NONE | $8,500 | not reported in the loaded dataset |