Evergreen Teachers Association Health & Welfare Tr — Form 5500 plan (Board Of Trustees Evergreen Teacher Association Health & Welfare Trust)
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, Evergreen Teachers Association Health & Welfare Tr is a benefit plan reported by Board Of Trustees Evergreen Teacher Association Health & Welfare Trust under EIN 77-6019718 and plan number 501. The latest loaded filing year is 2023. The filing reports 882 participants and $10,316,988 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Evergreen Teacher Association Health & Welfare Trust
- EIN
- 77-6019718
- Plan number
- 501
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 882
- End-of-year plan assets
- $10,316,988
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 882 | H, C | 20250611150051NAL0012307827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,316,988
- Total liabilities (EOY)
- $115,367
- Net assets (EOY)
- $10,201,621
- Net assets (BOY)
- $8,996,514
Income & contributions
- Employer contributions
- $599,649
- Participant contributions
- $355,019
- Total contributions
- $954,668
- Total income / additions
- $2,612,406
Expenses & distributions
- Benefits paid
- $1,266,327
- Administrative expenses
- $140,972
- Total expenses
- $1,407,299
- Net increase / (decrease)
- $1,205,107
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Administrative Services | NONE | $87,657 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors | NONE | $24,379 | not reported in the loaded dataset | 2023 |
| Milliman Usa | NONE | $12,500 | not reported in the loaded dataset | 2023 |
| Ineich & Company, Llp | NONE | $11,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Evergreen Teacher Association Health & Welfare Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- United Administrative Services — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- Milliman Usa — Schedule C compensation
- Ineich & Company, Llp — Schedule C compensation