2023 Form 5500 filing — Service Employees International Union Local 49 Welfare Trust
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 20250309200009NAL0025601088001) for Service Employees International Union Local 49 Welfare Trust, reported by Board Of Trustees Seiu Local 49 Welfare Trust under EIN 93-6025789 and plan number 501. It reports 1,372 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250309200009NAL0025601088001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Seiu Local 49 Welfare Trust
- EIN
- 93-6025789
- Plan number
- 501
- Location
- Portland, OR
- Participants
- 1,372
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,668,152
- Total liabilities (EOY)
- $1,528,997
- Net assets (EOY)
- $10,139,155
- Employer contributions
- $19,727,457
- Participant contributions
- $43,903
- Total income / additions
- $19,977,320
- Benefits paid
- $18,520,076
- Administrative expenses
- $305,689
- Total expenses
- $18,825,765
- Net increase / (decrease)
- $1,151,555
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The William C. Earhart Co., Inc. | THIRD PARTY ADMINISTRATOR | $153,900 | not reported in the loaded dataset |
| Usi Insurance Services | PLAN CONSULTANT | $44,000 | not reported in the loaded dataset |
| Withum Smith Brown | PAYROLL AUDITOR | $26,546 | not reported in the loaded dataset |
| Ferguson Wellman Capital Management | INVESTMENT MANAGER | $18,961 | not reported in the loaded dataset |
| Platform Cpas, Llp | PLAN AUDITOR | $15,276 | not reported in the loaded dataset |
| Brownstein Rask, Llp | LEGAL COUNSEL | $7,985 | not reported in the loaded dataset |
| U.S. Bank National Association | BANKING & INVEST CUSTODY | $2,658 | not reported in the loaded dataset |
| Jh Herrle & Assoc. Insurance, Inc. | INSURANCE BROKER | $0 | $0 |