2023 Form 5500 filing — Glaziers, Architectural Metal & Glass Workers Local Union #1399 Health & Welfare Trust
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 20250613144318NAL0015738947001) for Glaziers, Architectural Metal & Glass Workers Local Union #1399 Health & Welfare Trust, reported by Board Of Trustees, Glaziers, Architectural Metal & under EIN 33-0432608 and plan number 501. It reports 378 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250613144318NAL0015738947001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Glaziers, Architectural Metal &
- EIN
- 33-0432608
- Plan number
- 501
- Location
- Covina, CA
- Participants
- 378
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,102,782
- Total liabilities (EOY)
- $3,045,599
- Net assets (EOY)
- $8,057,183
- Employer contributions
- $5,961,262
- Participant contributions
- $35,528
- Total income / additions
- $7,039,663
- Benefits paid
- $6,991,825
- Administrative expenses
- $204,585
- Total expenses
- $7,196,410
- Net increase / (decrease)
- -$156,747
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Southwest Administrators | NONE | $59,842 | not reported in the loaded dataset |
| Kennedy Law Firm | NONE | $27,696 | not reported in the loaded dataset |
| Oxford Risk Management | NONE | $18,000 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $17,000 | not reported in the loaded dataset |
| Muig - Union Bank | NONE | $16,346 | not reported in the loaded dataset |
| Alsweet Associates | NONE | $15,226 | not reported in the loaded dataset |
| Melissa Cook & Associates | NONE | $15,008 | not reported in the loaded dataset |
| Milliman, Inc | NONE | $11,311 | not reported in the loaded dataset |
| Us Bank | NONE | $7,938 | $0 |