Office And Professional Employees Welfare Fund — Form 5500 plan (Board Of Trustees, Office And Professional Employees)
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, Office And Professional Employees Welfare Fund is a benefit plan reported by Board Of Trustees, Office And Professional Employees under EIN 23-7120690 and plan number 501. The latest loaded filing year is 2023. The filing reports 164 participants and $1,829,197 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Office And Professional Employees
- EIN
- 23-7120690
- Plan number
- 501
- Plan type
- 1
- Location
- Dublin, CA
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $1,829,197
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20241014222509NAL0047644096001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,829,197
- Total liabilities (EOY)
- $189,501
- Net assets (EOY)
- $1,639,696
- Net assets (BOY)
- $1,856,266
Income & contributions
- Employer contributions
- $2,793,583
- Participant contributions
- $236,368
- Total contributions
- $3,029,951
- Total income / additions
- $3,063,854
Expenses & distributions
- Benefits paid
- $3,070,517
- Administrative expenses
- $209,907
- Total expenses
- $3,280,424
- Net increase / (decrease)
- -$216,570
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Health Services & Benefit Admin Inc | NONE | $111,240 | not reported in the loaded dataset | 2023 |
| Rael & Letson Consultants & Actuary | NONE | $45,351 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $15,700 | not reported in the loaded dataset | 2023 |
| Taylor English Duma Llp | NONE | $8,820 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Office And Professional Employees
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Dublin, CA
- Health Services & Benefit Admin Inc — Schedule C compensation
- Rael & Letson Consultants & Actuary — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Taylor English Duma Llp — Schedule C compensation