Plan5500

Usw Local 318 Health & Welfare Trust Fund — Form 5500 plan (Board Of Trustees Local 318 Health & 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, Usw Local 318 Health & Welfare Trust Fund is a benefit plan reported by Board Of Trustees Local 318 Health & Welfare Trust Fund under EIN 13-5661101 and plan number 501. The latest loaded filing year is 2023. The filing reports 228 participants and $787,188 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Local 318 Health & Welfare Trust Fund
EIN
13-5661101
Plan number
501
Plan type
1
Location
Barnegat, NJ
Latest filing year
2023
Participants
228
End-of-year plan assets
$787,188

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023228H, C20250113171910NAL0010299363001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$787,188
Total liabilities (EOY)
$90,005
Net assets (EOY)
$697,183
Net assets (BOY)
$622,111

Income & contributions

Employer contributions
$125,636
Participant contributions
$79
Total contributions
$125,715
Total income / additions
$234,314

Expenses & distributions

Benefits paid
$102,081
Administrative expenses
$57,161
Total expenses
$159,242
Net increase / (decrease)
$75,072

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wagner & Zwerman LlpNONE$15,467not reported in the loaded dataset2023
Bunker Hill Insurance & ConsultingADMINISTRATOR$12,037not reported in the loaded dataset2023
Oransky, Scaraggi & Borg, P.C.LEGAL$12,000not reported in the loaded dataset2023
Merrill Lynch, Pierce, Fenner & SmiNONE$10,591not reported in the loaded dataset2023

Related Form 5500 pages