Machinists Retiree Health Investment Plan — Form 5500 plan (Bd. Of Trustees Of Machinists Retiree Health Investment Plan)
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, Machinists Retiree Health Investment Plan is a benefit plan reported by Bd. Of Trustees Of Machinists Retiree Health Investment Plan under EIN 41-2061777 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,701 participants and $22,982,277 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd. Of Trustees Of Machinists Retiree Health Investment Plan
- EIN
- 41-2061777
- Plan number
- 501
- Plan type
- 1
- Location
- Dublin, CA
- Latest filing year
- 2023
- Participants
- 1,701
- End-of-year plan assets
- $22,982,277
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,701 | H, C | 20241009160618NAL0037633010001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,982,277
- Total liabilities (EOY)
- $206
- Net assets (EOY)
- $22,982,071
- Net assets (BOY)
- $19,482,836
Income & contributions
- Employer contributions
- $1,363,916
- Total contributions
- $1,363,916
- Total income / additions
- $3,784,770
Expenses & distributions
- Benefits paid
- $197,252
- Administrative expenses
- $88,283
- Total expenses
- $285,535
- Net increase / (decrease)
- $3,499,235
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Withumsmith+Brown,Pc | NONE | $22,786 | not reported in the loaded dataset | 2023 |
| Graystone Consulting | NONE | $18,154 | not reported in the loaded dataset | 2023 |
| Sage Advisory | NONE | $17,801 | not reported in the loaded dataset | 2023 |
| Health Services & Benefit Administr | NONE | $5,323 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd. Of Trustees Of Machinists Retiree Health Investment Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Dublin, CA
- Withumsmith+Brown,Pc — Schedule C compensation
- Graystone Consulting — Schedule C compensation
- Sage Advisory — Schedule C compensation
- Health Services & Benefit Administr — Schedule C compensation