2023 Form 5500 filing — Retired Machinists' 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 20250320184810NAL0005159907001) for Retired Machinists' Health Plan, reported by Board Of Trustees - Cmta-Iam Joint, Retiree Health & Welfare Trust under EIN 94-6130509 and plan number 501. It reports 553 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250320184810NAL0005159907001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees - Cmta-Iam Joint, Retiree Health & Welfare Trust
- EIN
- 94-6130509
- Plan number
- 501
- Location
- Dublin, CA
- Participants
- 553
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,552,580
- Total liabilities (EOY)
- $245,028
- Net assets (EOY)
- $5,307,552
- Participant contributions
- $3,524,774
- Total income / additions
- $4,103,172
- Benefits paid
- $3,131,906
- Administrative expenses
- $333,687
- Total expenses
- $3,465,593
- Net increase / (decrease)
- $637,579
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Health Services & Benefit Administr | NONE | $182,263 | not reported in the loaded dataset |
| The Segal Company (Western States) | NONE | $34,747 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $32,485 | not reported in the loaded dataset |
| Charles Besocke | NONE | $22,790 | not reported in the loaded dataset |
| Saltzman & Johnson Law Corporation | NONE | $6,224 | not reported in the loaded dataset |
| Wex Health | NONE | $6,038 | not reported in the loaded dataset |
| Fremont Bank | NONE | $5,020 | not reported in the loaded dataset |