2023 Form 5500 filing — U. A. Local No. 159 Health & 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 20250415075347NAL0001380947001) for U. A. Local No. 159 Health & Welfare Plan, reported by Board Of Trustees Of U.A. Local No. 159 Health And Welfare Trust Fund under EIN 94-6430804 and plan number 502. It reports 349 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415075347NAL0001380947001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of U.A. Local No. 159 Health And Welfare Trust Fund
- EIN
- 94-6430804
- Plan number
- 502
- Location
- Dublin, CA
- Participants
- 349
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,366,891
- Total liabilities (EOY)
- $107,523
- Net assets (EOY)
- $11,259,368
- Employer contributions
- $6,733,388
- Participant contributions
- $360,545
- Total income / additions
- $7,715,464
- Benefits paid
- $6,814,751
- Administrative expenses
- $450,757
- Total expenses
- $7,265,508
- Net increase / (decrease)
- $449,956
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Health Service & Benefit Admin | NONE | $136,843 | not reported in the loaded dataset |
| U.A. Local 159 | SPONSORING LOCAL | $99,000 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $78,140 | not reported in the loaded dataset |
| Rael & Letson | NONE | $73,800 | not reported in the loaded dataset |
| Kraw Law Group, Apc | NONE | $35,848 | not reported in the loaded dataset |
| Alan Biller & Associates | NONE | $8,199 | not reported in the loaded dataset |
| Wex, Inc. | NONE | $7,895 | not reported in the loaded dataset |