U.A.P.P. Local Union No.142 Welfare Fund — Form 5500 plan (U.A.P.P. Local Union No. 142 Welfare Fun Of U.A.P.P.)
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, U.A.P.P. Local Union No.142 Welfare Fund is a benefit plan reported by U.A.P.P. Local Union No. 142 Welfare Fun Of U.A.P.P. under EIN 74-6183181 and plan number 501. The latest loaded filing year is 2023. The filing reports 921 participants and $34,403,088 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- U.A.P.P. Local Union No. 142 Welfare Fun Of U.A.P.P.
- EIN
- 74-6183181
- Plan number
- 501
- Plan type
- 1
- Location
- Richardson, TX
- Latest filing year
- 2023
- Participants
- 921
- End-of-year plan assets
- $34,403,088
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 921 | H, C | 20250403124400NAL0015690448001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,403,088
- Total liabilities (EOY)
- $4,818,976
- Net assets (EOY)
- $29,584,112
- Net assets (BOY)
- $24,772,069
Income & contributions
- Employer contributions
- $11,607,352
- Participant contributions
- $43,325
- Total contributions
- $11,650,677
- Total income / additions
- $15,818,350
Expenses & distributions
- Benefits paid
- $10,524,337
- Administrative expenses
- $481,970
- Total expenses
- $11,006,307
- Net increase / (decrease)
- $4,812,043
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southwest Service Administr | not reported in the loaded dataset | $299,890 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield Of Il | not reported in the loaded dataset | $202,108 | $0 | 2023 |
| Ryan Benefits, Inc. | not reported in the loaded dataset | $65,000 | not reported in the loaded dataset | 2023 |
| Conner & Winters, Llp | not reported in the loaded dataset | $31,397 | not reported in the loaded dataset | 2023 |
| Rbc Capital Markets | not reported in the loaded dataset | $30,485 | not reported in the loaded dataset | 2023 |
| Harper & Pearson Company, P.C. | not reported in the loaded dataset | $16,833 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for U.A.P.P. Local Union No. 142 Welfare Fun Of U.A.P.P.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Richardson, TX
- Southwest Service Administr — Schedule C compensation
- Blue Cross Blue Shield Of Il — Schedule C compensation
- Ryan Benefits, Inc. — Schedule C compensation
- Conner & Winters, Llp — Schedule C compensation
- Rbc Capital Markets — Schedule C compensation
- Harper & Pearson Company, P.C. — Schedule C compensation