2023 Form 5500 filing — Cmta-Glass, Molders, Pottery, Plastics & Allied Workers Local 164b 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 20250708190418NAL0011844034001) for Cmta-Glass, Molders, Pottery, Plastics & Allied Workers Local 164b Welfare Plan, reported by Cmta-Glass, Molders, Pottery, Plastics & Allied Workers Local 164 under EIN 94-6115375 and plan number 501. It reports 94 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250708190418NAL0011844034001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Cmta-Glass, Molders, Pottery, Plastics & Allied Workers Local 164
- EIN
- 94-6115375
- Plan number
- 501
- Location
- San Jose, CA
- Participants
- 94
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,247,360
- Total liabilities (EOY)
- $201,107
- Net assets (EOY)
- $6,046,253
- Employer contributions
- $1,493,422
- Participant contributions
- $3,140
- Total income / additions
- $1,771,974
- Benefits paid
- $2,119,501
- Administrative expenses
- $244,115
- Total expenses
- $2,363,616
- Net increase / (decrease)
- -$591,642
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Administrative Services | NONE | $62,633 | not reported in the loaded dataset |
| The Segal Company (Western States) | NONE | $43,728 | not reported in the loaded dataset |
| Trucker Huss, Apc | NONE | $32,776 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $32,327 | not reported in the loaded dataset |
| Cv Administrative Services, Inc. | NONE | $31,561 | not reported in the loaded dataset |
| Saltzman And Johnson Law Corp. | NONE | $22,968 | not reported in the loaded dataset |
| Bank Of Labor | NONE | $11,241 | not reported in the loaded dataset |