Uaw/Local 2322 Dental And Vision Plan — Form 5500 plan (Uaw Umass Health And Welfare Trust Fund)
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, Uaw/Local 2322 Dental And Vision Plan is a benefit plan reported by Uaw Umass Health And Welfare Trust Fund under EIN 04-3538613 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,176 participants and $5,964,264 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Uaw Umass Health And Welfare Trust Fund
- EIN
- 04-3538613
- Plan number
- 501
- Plan type
- 2
- Location
- Amherst, MA
- Latest filing year
- 2023
- Participants
- 3,176
- End-of-year plan assets
- $5,964,264
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,176 | H, C | 20250813082144NAL0004769363001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,964,264
- Total liabilities (EOY)
- $813,979
- Net assets (EOY)
- $5,150,285
- Net assets (BOY)
- $4,449,152
Income & contributions
- Employer contributions
- $2,494,615
- Participant contributions
- $72,824
- Total contributions
- $2,567,439
- Total income / additions
- $3,454,167
Expenses & distributions
- Benefits paid
- $2,244,022
- Administrative expenses
- $509,012
- Total expenses
- $2,753,034
- Net increase / (decrease)
- $701,133
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Congruity Works LLC | COMPUTER CONSULTANT | $97,947 | not reported in the loaded dataset | 2023 |
| Lesile Edwards Davis | PLAN ADMINISTRATOR | $88,446 | not reported in the loaded dataset | 2023 |
| Kristine Jones | ADMINISTRATIVE ASSISTANT | $60,830 | not reported in the loaded dataset | 2023 |
| Lapier, Dillon & Associates Pc | AUDITORS | $19,134 | not reported in the loaded dataset | 2023 |
| Sophia Eytel | ADMINISTRATIVE ASSISTANT | $18,300 | not reported in the loaded dataset | 2023 |
| Paragus Strategic I.T. | COMPUTER CONSULTANT | $16,722 | not reported in the loaded dataset | 2023 |
| Oliver Kelly | ADMINISTRATIVE ASSISTANT | $9,815 | not reported in the loaded dataset | 2023 |
| Netlogix, Inc. | COMPUTER CONSULTANT | $7,996 | not reported in the loaded dataset | 2023 |
| Etica Inc. | CONSULTANTS | $7,383 | not reported in the loaded dataset | 2023 |
| Cleary, Josem & Trigiani Llp | ATTORNEYS | $5,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Uaw Umass Health And Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Amherst, MA
- Congruity Works LLC — Schedule C compensation
- Lesile Edwards Davis — Schedule C compensation
- Kristine Jones — Schedule C compensation
- Lapier, Dillon & Associates Pc — Schedule C compensation
- Sophia Eytel — Schedule C compensation
- Paragus Strategic I.T. — Schedule C compensation
- Oliver Kelly — Schedule C compensation
- Netlogix, Inc. — Schedule C compensation
- Etica Inc. — Schedule C compensation
- Cleary, Josem & Trigiani Llp — Schedule C compensation