Plan5500

Electrical Workers' Disability Plan — Form 5500 plan (Electrical Workers' Veba Trust)

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, Electrical Workers' Disability Plan is a benefit plan reported by Electrical Workers' Veba Trust under EIN 20-8431466 and plan number 502. The latest loaded filing year is 2023. The filing reports 5,394 participants and $821,221 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Electrical Workers' Veba Trust
EIN
20-8431466
Plan number
502
Plan type
1
Location
Spokane, WA
Latest filing year
2023
Participants
5,394
End-of-year plan assets
$821,221

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,394H, C20241008153101NAL0017889969001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$821,221
Total liabilities (EOY)
$189,756
Net assets (EOY)
$631,465
Net assets (BOY)
$293,377

Income & contributions

Employer contributions
$1,423,620
Total contributions
$1,423,620
Total income / additions
$1,611,297

Expenses & distributions

Benefits paid
$1,090,453
Administrative expenses
$182,756
Total expenses
$1,273,209
Net increase / (decrease)
$338,088

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rehn & Associates, Inc.NONE$100,645not reported in the loaded dataset2023
Gallagher Benefit Services, Inc.NONE$41,078not reported in the loaded dataset2023
Katten Muchin Rosenman, LlpNONE$20,026not reported in the loaded dataset2023
Schoedel & Schoedel Cpas, PllcNONE$8,300not reported in the loaded dataset2023

Related Form 5500 pages