2023 Form 5500 filing — Union Worker'S Benefits Trust Dental Plan And Supplemental A&S 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 20250715134509NAL0002236865001) for Union Worker'S Benefits Trust Dental Plan And Supplemental A&S Plan, reported by Union Workers Benefits Trust under EIN 01-0501407 and plan number 501. It reports 4,470 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715134509NAL0002236865001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Union Workers Benefits Trust
- EIN
- 01-0501407
- Plan number
- 501
- Location
- Bath, ME
- Participants
- 4,470
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,110,073
- Total liabilities (EOY)
- $862,661
- Net assets (EOY)
- $1,247,412
- Participant contributions
- $5,579,023
- Total income / additions
- $5,759,040
- Benefits paid
- $5,379,203
- Administrative expenses
- $344,314
- Total expenses
- $5,723,517
- Net increase / (decrease)
- $35,523
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cross Benefits Solutions | NONE | $222,705 | not reported in the loaded dataset |
| Runyon Kersteen Ouellette | NONE | $16,000 | not reported in the loaded dataset |
| Keybank National Association | NONE | $7,796 | not reported in the loaded dataset |