Hrsa-Ila Welfare Fund — Form 5500 plan (Board Of Trustees Of The Hrsa-Ila Welfare Fund)
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, Hrsa-Ila Welfare Fund is a benefit plan reported by Board Of Trustees Of The Hrsa-Ila Welfare Fund under EIN 54-0489826 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,211 participants and $696,708 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Hrsa-Ila Welfare Fund
- EIN
- 54-0489826
- Plan number
- 501
- Plan type
- 1
- Location
- Norfolk, VA
- Latest filing year
- 2023
- Participants
- 3,211
- End-of-year plan assets
- $696,708
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,211 | H, C | 20250714131133NAL0000706531003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $696,708
- Total liabilities (EOY)
- $474,041
- Net assets (EOY)
- $222,667
- Net assets (BOY)
- $469,367
Income & contributions
- Total income / additions
- $867
Expenses & distributions
- Benefits paid
- $2,425,530
- Administrative expenses
- $530,437
- Total expenses
- $2,955,967
- Net increase / (decrease)
- -$2,955,100
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hrsa-Ila Fringe Benefit Escrow Fund | RELATED PARTY | $167,848 | not reported in the loaded dataset | 2023 |
| Amalgamated Employee Benefits Admin | NONE | $104,112 | not reported in the loaded dataset | 2023 |
| Reliance Standard Life Insurance Co | NONE | $78,293 | not reported in the loaded dataset | 2023 |
| Basys, LLC | NONE | $61,281 | not reported in the loaded dataset | 2023 |
| Divaris | NONE | $28,697 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $28,465 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $16,867 | not reported in the loaded dataset | 2023 |
| Woods Rogers Vandeventer Black Plc | NONE | $11,416 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank Na | NONE | $7,237 | not reported in the loaded dataset | 2023 |
| Towne Insurance | NONE | $6,661 | $0 | 2023 |
| Allegra | NONE | $5,686 | not reported in the loaded dataset | 2023 |
| Electronic Systems, Inc | NONE | $5,011 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Hrsa-Ila Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Norfolk, VA
- Hrsa-Ila Fringe Benefit Escrow Fund — Schedule C compensation
- Amalgamated Employee Benefits Admin — Schedule C compensation
- Reliance Standard Life Insurance Co — Schedule C compensation
- Basys, LLC — Schedule C compensation
- Divaris — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- The Segal Company — Schedule C compensation
- Woods Rogers Vandeventer Black Plc — Schedule C compensation
- Wells Fargo Bank Na — Schedule C compensation
- Towne Insurance — Schedule C compensation
- Allegra — Schedule C compensation
- Electronic Systems, Inc — Schedule C compensation