Service Employees International Union Local 49 Welfare Trust — Form 5500 plan (Board Of Trustees Seiu Local 49 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, Service Employees International Union Local 49 Welfare Trust is a benefit plan reported by Board Of Trustees Seiu Local 49 Welfare Trust under EIN 93-6025789 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,372 participants and $11,668,152 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Seiu Local 49 Welfare Trust
- EIN
- 93-6025789
- Plan number
- 501
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 1,372
- End-of-year plan assets
- $11,668,152
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,372 | H, C | 20250309200009NAL0025601088001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,668,152
- Total liabilities (EOY)
- $1,528,997
- Net assets (EOY)
- $10,139,155
- Net assets (BOY)
- $8,987,600
Income & contributions
- Employer contributions
- $19,727,457
- Participant contributions
- $43,903
- Total contributions
- $19,771,360
- Total income / additions
- $19,977,320
Expenses & distributions
- Benefits paid
- $18,520,076
- Administrative expenses
- $305,689
- Total expenses
- $18,825,765
- Net increase / (decrease)
- $1,151,555
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The William C. Earhart Co., Inc. | THIRD PARTY ADMINISTRATOR | $153,900 | not reported in the loaded dataset | 2023 |
| Usi Insurance Services | PLAN CONSULTANT | $44,000 | not reported in the loaded dataset | 2023 |
| Withum Smith Brown | PAYROLL AUDITOR | $26,546 | not reported in the loaded dataset | 2023 |
| Ferguson Wellman Capital Management | INVESTMENT MANAGER | $18,961 | not reported in the loaded dataset | 2023 |
| Platform Cpas, Llp | PLAN AUDITOR | $15,276 | not reported in the loaded dataset | 2023 |
| Brownstein Rask, Llp | LEGAL COUNSEL | $7,985 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | BANKING & INVEST CUSTODY | $2,658 | not reported in the loaded dataset | 2023 |
| Jh Herrle & Assoc. Insurance, Inc. | INSURANCE BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Seiu Local 49 Welfare Trust
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- The William C. Earhart Co., Inc. — Schedule C compensation
- Usi Insurance Services — Schedule C compensation
- Withum Smith Brown — Schedule C compensation
- Ferguson Wellman Capital Management — Schedule C compensation
- Platform Cpas, Llp — Schedule C compensation
- Brownstein Rask, Llp — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Jh Herrle & Assoc. Insurance, Inc. — Schedule C compensation