Ua Local 716 Health & Welfare Trust Fund — Form 5500 plan (Board Of Trustees Of Ua Local 716 Health & Welfare)
Plain-English plan 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, Ua Local 716 Health & Welfare Trust Fund is a benefit plan reported by Board Of Trustees Of Ua Local 716 Health & Welfare under EIN 01-6010506 and plan number 501. The latest loaded filing year is 2023. The filing reports 383 participants and $4,215,559 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Ua Local 716 Health & Welfare
- EIN
- 01-6010506
- Plan number
- 501
- Plan type
- 1
- Location
- Wallingford, CT
- Latest filing year
- 2023
- Participants
- 383
- End-of-year plan assets
- $4,215,559
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 383 | H, C | 20241209144157NAL0009311393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,215,559
- Total liabilities (EOY)
- $522,307
- Net assets (EOY)
- $3,693,252
- Net assets (BOY)
- $4,720,496
Income & contributions
- Employer contributions
- $3,621,636
- Participant contributions
- $293,756
- Total contributions
- $3,915,392
- Total income / additions
- $6,087,881
Expenses & distributions
- Benefits paid
- $6,597,239
- Administrative expenses
- $517,886
- Total expenses
- $7,115,125
- Net increase / (decrease)
- -$1,027,244
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $241,880 | not reported in the loaded dataset | 2023 |
| Anthem Health Plans, Inc. | NONE | $118,046 | not reported in the loaded dataset | 2023 |
| Zelis | NONE | $51,820 | not reported in the loaded dataset | 2023 |
| Robert Cheverie & Associates, P.C. | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $17,810 | not reported in the loaded dataset | 2023 |
| Labor First, LLC | NONE | $15,700 | not reported in the loaded dataset | 2023 |
| Charles Schwab | NONE | $12,525 | not reported in the loaded dataset | 2023 |
| Hines & Associates | NONE | $10,913 | not reported in the loaded dataset | 2023 |
| Brown & Brown | NONE | $9,000 | not reported in the loaded dataset | 2023 |
| Cbiz Retirement Plan Services | NONE | $8,666 | not reported in the loaded dataset | 2023 |
| Pension Fund Evaluations, Inc. | NONE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Ua Local 716 Health & Welfare
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Wallingford, CT
- Zenith American Solutions — Schedule C compensation
- Anthem Health Plans, Inc. — Schedule C compensation
- Zelis — Schedule C compensation
- Robert Cheverie & Associates, P.C. — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Labor First, LLC — Schedule C compensation
- Charles Schwab — Schedule C compensation
- Hines & Associates — Schedule C compensation
- Brown & Brown — Schedule C compensation
- Cbiz Retirement Plan Services — Schedule C compensation
- Pension Fund Evaluations, Inc. — Schedule C compensation