2023 Form 5500 filing — U. A. Local No. 355 Health And Welfare 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 20250320181625NAL0007112657001) for U. A. Local No. 355 Health And Welfare Plan, reported by Board Of Trustees U.A. Local No. 355 Health And Welfare Trust Fund under EIN 94-3254224 and plan number 505. It reports 94 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250320181625NAL0007112657001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees U.A. Local No. 355 Health And Welfare Trust Fund
- EIN
- 94-3254224
- Plan number
- 505
- Location
- Alameda, CA
- Participants
- 94
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,224,523
- Total liabilities (EOY)
- $327,714
- Net assets (EOY)
- $9,896,809
- Employer contributions
- $2,175,627
- Total income / additions
- $2,929,735
- Benefits paid
- $1,827,706
- Administrative expenses
- $479,437
- Total expenses
- $2,307,143
- Net increase / (decrease)
- $622,592
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $151,819 | not reported in the loaded dataset |
| Kraw Law Group, Apc | NONE | $57,363 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $53,402 | not reported in the loaded dataset |
| Rael & Letson | NONE | $44,200 | not reported in the loaded dataset |
| Mcmorgan & Company LLC | NONE | $41,011 | not reported in the loaded dataset |
| U.A. Local 355 | PLAN SPONSOR | $36,000 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $21,945 | not reported in the loaded dataset |
| Anthem Blue Cross | NONE | $18,370 | not reported in the loaded dataset |
| City National Bank | NONE | $17,167 | not reported in the loaded dataset |
| Delta Dental Of California | NONE | $10,775 | not reported in the loaded dataset |
| Iron Mountain | NONE | $9,351 | not reported in the loaded dataset |