Carpenters Local Union No 491 Health And Welfare Plan — Form 5500 plan (Trustees Of Carp Local Union No 491 Health And Welfare 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, Carpenters Local Union No 491 Health And Welfare Plan is a benefit plan reported by Trustees Of Carp Local Union No 491 Health And Welfare Plan under EIN 52-1252611 and plan number 501. The latest loaded filing year is 2023. The filing reports 433 participants and $8,802,349 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Carp Local Union No 491 Health And Welfare Plan
- EIN
- 52-1252611
- Plan number
- 501
- Plan type
- 1
- Location
- Sparks, MD
- Latest filing year
- 2023
- Participants
- 433
- End-of-year plan assets
- $8,802,349
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 433 | H, C | 20241015135040NAL0049712032001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,802,349
- Total liabilities (EOY)
- $879,957
- Net assets (EOY)
- $7,922,392
- Net assets (BOY)
- $6,367,361
Income & contributions
- Employer contributions
- $4,092,609
- Participant contributions
- $984,112
- Total contributions
- $5,076,721
- Total income / additions
- $5,712,421
Expenses & distributions
- Benefits paid
- $3,525,910
- Administrative expenses
- $631,480
- Total expenses
- $4,157,390
- Net increase / (decrease)
- $1,555,031
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ullico | NONE | $269,594 | $0 | 2023 |
| Associated Adminstrators | NONE | $137,917 | $0 | 2023 |
| Independence Administrators | NONE | $121,845 | $0 | 2023 |
| Bolton Partners Investment Consulti | NONE | $29,000 | $0 | 2023 |
| Batoff Associates Pa | NONE | $23,789 | $0 | 2023 |
| Ira Marc Miller And Co Pa | NONE | $18,000 | $0 | 2023 |
| Pnc Bank | NONE | $7,769 | $0 | 2023 |
| York Insurance Services Inc | NONE | $6,259 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Carp Local Union No 491 Health And Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Sparks, MD
- Ullico — Schedule C compensation
- Associated Adminstrators — Schedule C compensation
- Independence Administrators — Schedule C compensation
- Bolton Partners Investment Consulti — Schedule C compensation
- Batoff Associates Pa — Schedule C compensation
- Ira Marc Miller And Co Pa — Schedule C compensation
- Pnc Bank — Schedule C compensation
- York Insurance Services Inc — Schedule C compensation