2023 Form 5500 filing — U.A.P.P. Local Union No.142 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 20250403124400NAL0015690448001) for U.A.P.P. Local Union No.142 Welfare Fund, reported by U.A.P.P. Local Union No. 142 Welfare Fun Of U.A.P.P. under EIN 74-6183181 and plan number 501. It reports 921 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250403124400NAL0015690448001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- U.A.P.P. Local Union No. 142 Welfare Fun Of U.A.P.P.
- EIN
- 74-6183181
- Plan number
- 501
- Location
- Richardson, TX
- Participants
- 921
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,403,088
- Total liabilities (EOY)
- $4,818,976
- Net assets (EOY)
- $29,584,112
- Employer contributions
- $11,607,352
- Participant contributions
- $43,325
- Total income / additions
- $15,818,350
- Benefits paid
- $10,524,337
- Administrative expenses
- $481,970
- Total expenses
- $11,006,307
- Net increase / (decrease)
- $4,812,043
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southwest Service Administr | not reported in the loaded dataset | $299,890 | not reported in the loaded dataset |
| Blue Cross Blue Shield Of Il | not reported in the loaded dataset | $202,108 | $0 |
| Ryan Benefits, Inc. | not reported in the loaded dataset | $65,000 | not reported in the loaded dataset |
| Conner & Winters, Llp | not reported in the loaded dataset | $31,397 | not reported in the loaded dataset |
| Rbc Capital Markets | not reported in the loaded dataset | $30,485 | not reported in the loaded dataset |
| Harper & Pearson Company, P.C. | not reported in the loaded dataset | $16,833 | not reported in the loaded dataset |