2023 Form 5500 filing — San Mateo Electrical Workers Health Plan
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 20250311033617NAL0027467984001) for San Mateo Electrical Workers Health Plan, reported by Board Of Trustees, San Mateo Electrical Workers Health Plan under EIN 94-6077924 and plan number 501. It reports 1,404 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250311033617NAL0027467984001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, San Mateo Electrical Workers Health Plan
- EIN
- 94-6077924
- Plan number
- 501
- Location
- San Jose, CA
- Participants
- 1,404
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,447,062
- Total liabilities (EOY)
- $26,878,968
- Net assets (EOY)
- $60,568,094
- Employer contributions
- $37,125,870
- Participant contributions
- $893,803
- Total income / additions
- $41,184,986
- Benefits paid
- $39,719,599
- Administrative expenses
- $1,424,874
- Total expenses
- $41,144,473
- Net increase / (decrease)
- $40,513
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Administrative Services | NONE | $523,022 | not reported in the loaded dataset |
| Anthem Bc Life And Health Ins Co. | NONE | $259,888 | not reported in the loaded dataset |
| Sierra Investment Partners, Inc. | NONE | $198,257 | not reported in the loaded dataset |
| Navia Benefit Solutions | NONE | $69,489 | not reported in the loaded dataset |
| Innovative Cost Management | NONE | $65,100 | not reported in the loaded dataset |
| Sav-Rx Prescription Services | NONE | $49,176 | not reported in the loaded dataset |
| Healthlinx, LLC | NONE | $48,900 | not reported in the loaded dataset |
| Ineich & Company, Llp | NONE | $48,070 | not reported in the loaded dataset |
| Stoneridge Pmg Advisors, LLC | NONE | $0 | $32,268 |
| American Health Holding | NONE | $23,942 | not reported in the loaded dataset |
| Us Bank | NONE | $22,912 | $0 |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $20,220 | not reported in the loaded dataset |
| Medexpert International, Inc. | NONE | $10,000 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $5,000 | not reported in the loaded dataset |