Industry & Local 338 Welfare Fund — Form 5500 plan (Board Of Trustees Of Industry & Local 338 Welfare 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, Industry & Local 338 Welfare Fund is a benefit plan reported by Board Of Trustees Of Industry & Local 338 Welfare Fund under EIN 13-1818220 and plan number 501. The latest loaded filing year is 2023. The filing reports 117 participants and $6,591,886 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Industry & Local 338 Welfare Fund
- EIN
- 13-1818220
- Plan number
- 501
- Plan type
- 1
- Location
- Sparks, MD
- Latest filing year
- 2023
- Participants
- 117
- End-of-year plan assets
- $6,591,886
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 117 | H, C | 20250331082503NAL0003340803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,591,886
- Total liabilities (EOY)
- $367,665
- Net assets (EOY)
- $6,224,221
- Net assets (BOY)
- $6,736,387
Income & contributions
- Employer contributions
- $2,214,842
- Total contributions
- $2,214,842
- Total income / additions
- $2,709,843
Expenses & distributions
- Benefits paid
- $3,003,586
- Administrative expenses
- $218,423
- Total expenses
- $3,222,009
- Net increase / (decrease)
- -$512,166
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Administrators, LLC | NONE | $84,288 | not reported in the loaded dataset | 2023 |
| Empire Healthcare Assurance, Inc | NONE | $76,075 | not reported in the loaded dataset | 2023 |
| The Segal Co (Eastern States), Inc | NONE | $50,000 | $17,049 | 2023 |
| Express Scripts Inc | NONE | $52,392 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | NONE | $39,374 | not reported in the loaded dataset | 2023 |
| Sei Investment Management Corp | NONE | $17,405 | $0 | 2023 |
| Kauff Mcguire & Margolis, Llp | NONE | $9,595 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Industry & Local 338 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Sparks, MD
- Associated Administrators, LLC — Schedule C compensation
- Empire Healthcare Assurance, Inc — Schedule C compensation
- The Segal Co (Eastern States), Inc — Schedule C compensation
- Express Scripts Inc — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Sei Investment Management Corp — Schedule C compensation
- Kauff Mcguire & Margolis, Llp — Schedule C compensation