Warehouse Employees Union Local 169 And Contributing Employers Health & Welfare Fund — Form 5500 plan (Warehouse Employees Union Local 169 And Contributing Employers H&W Fun)
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, Warehouse Employees Union Local 169 And Contributing Employers Health & Welfare Fund is a benefit plan reported by Warehouse Employees Union Local 169 And Contributing Employers H&W Fun under EIN 23-7215201 and plan number 501. The latest loaded filing year is 2023. The filing reports 303 participants and $13,542,424 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Warehouse Employees Union Local 169 And Contributing Employers H&W Fun
- EIN
- 23-7215201
- Plan number
- 501
- Plan type
- 1
- Location
- Elkins Park, PA
- Latest filing year
- 2023
- Participants
- 303
- End-of-year plan assets
- $13,542,424
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 303 | H, C | 20241013174040NAL0051054002001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,542,424
- Total liabilities (EOY)
- $999,854
- Net assets (EOY)
- $12,542,570
- Net assets (BOY)
- $11,249,375
Income & contributions
- Employer contributions
- $4,418,592
- Participant contributions
- $74,828
- Total contributions
- $4,493,420
- Total income / additions
- $6,069,662
Expenses & distributions
- Benefits paid
- $4,480,672
- Administrative expenses
- $295,795
- Total expenses
- $4,776,467
- Net increase / (decrease)
- $1,293,195
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sav-Rx Prescription Services | NONE | $516,296 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Company | NONE | $197,183 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions Inc. | NONE | $165,627 | not reported in the loaded dataset | 2023 |
| The Mckeogh Company | NONE | $43,000 | not reported in the loaded dataset | 2023 |
| Meranze, Katz & Gaudioso Pc | NONE | $40,030 | not reported in the loaded dataset | 2023 |
| Bacheler & Company Pc | NONE | $17,846 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $11,462 | $0 | 2023 |
| Vision Benefits Of America | NONE | $6,255 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Warehouse Employees Union Local 169 And Contributing Employers H&W Fun
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Elkins Park, PA
- Sav-Rx Prescription Services — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation
- Zenith American Solutions Inc. — Schedule C compensation
- The Mckeogh Company — Schedule C compensation
- Meranze, Katz & Gaudioso Pc — Schedule C compensation
- Bacheler & Company Pc — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Vision Benefits Of America — Schedule C compensation