2023 Form 5500 filing — Sup Welfare Plan, Inc.
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 20250515152653NAL0013526291001) for Sup Welfare Plan, Inc., reported by Board Of Trustees Sup Welfare Plan, Inc. under EIN 94-1243666 and plan number 502. It reports 930 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250515152653NAL0013526291001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Sup Welfare Plan, Inc.
- EIN
- 94-1243666
- Plan number
- 502
- Location
- San Francisco, CA
- Participants
- 930
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,866,233
- Total liabilities (EOY)
- $808,725
- Net assets (EOY)
- $33,057,508
- Employer contributions
- $10,217,868
- Participant contributions
- $5,312
- Total income / additions
- $11,884,335
- Benefits paid
- $6,967,051
- Administrative expenses
- $1,085,879
- Total expenses
- $8,052,930
- Net increase / (decrease)
- $3,831,405
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Michelle Chang | EMPLOYEE | $149,562 | not reported in the loaded dataset |
| Wilma Alday | EMPLOYEE | $115,242 | not reported in the loaded dataset |
| Michael Jacyna | EMPLOYEE | $103,120 | not reported in the loaded dataset |
| Gina Jew | EMPLOYEE | $92,183 | not reported in the loaded dataset |
| Patricia Martin | EMPLOYEE | $87,734 | not reported in the loaded dataset |
| Rael & Letson | NONE | $68,448 | $1,156 |
| Siu Pacific District Pension Plan | NONE | $61,549 | not reported in the loaded dataset |
| Us Bank | NONE | $46,724 | $0 |
| Withumsmith+Brown, Pc | NONE | $44,922 | not reported in the loaded dataset |
| Dodge & Cox | NONE | $41,342 | $0 |
| Siu Pd Supplemental Benefits | NONE | $41,301 | not reported in the loaded dataset |
| Trucker Huss, Apc | NONE | $15,692 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $8,874 | not reported in the loaded dataset |