2023 Form 5500 filing — Shopmen'S Local Union No. 508 Health & 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 20250307151817NAL0006231843001) for Shopmen'S Local Union No. 508 Health & Welfare Fund, reported by Trustees Of Shopmens Local Union No. 508 Health & Welfare Fund under EIN 38-6237159 and plan number 510. It reports 452 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250307151817NAL0006231843001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Shopmens Local Union No. 508 Health & Welfare Fund
- EIN
- 38-6237159
- Plan number
- 510
- Location
- Southfield, MI
- Participants
- 452
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,061,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,061,539
- Employer contributions
- $545,142
- Participant contributions
- $402
- Total income / additions
- $644,171
- Benefits paid
- $575,447
- Administrative expenses
- $172,369
- Total expenses
- $747,816
- Net increase / (decrease)
- -$103,645
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Linda Brooks | EMPLOYEE | $54,256 | not reported in the loaded dataset |
| Plante & Moran, Pllc | NONE KNOWN | $23,400 | not reported in the loaded dataset |
| United Actuarial Services, Inc. | NONE KNOWN | $5,500 | not reported in the loaded dataset |
| Pnc Bank, National Association | NONE KNOWN | $5,123 | not reported in the loaded dataset |
| Mcknight, Canzano, Smith, Radtke, & | NONE KNOWN | $5,003 | not reported in the loaded dataset |