Sup Welfare Plan, Inc. — Form 5500 plan (Board Of Trustees Sup Welfare Plan, Inc.)
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, Sup Welfare Plan, Inc. is a benefit plan reported by Board Of Trustees Sup Welfare Plan, Inc. under EIN 94-1243666 and plan number 502. The latest loaded filing year is 2023. The filing reports 930 participants and $33,866,233 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Sup Welfare Plan, Inc.
- EIN
- 94-1243666
- Plan number
- 502
- Plan type
- 1
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 930
- End-of-year plan assets
- $33,866,233
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 930 | H, C | 20250515152653NAL0013526291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,866,233
- Total liabilities (EOY)
- $808,725
- Net assets (EOY)
- $33,057,508
- Net assets (BOY)
- $29,226,103
Income & contributions
- Employer contributions
- $10,217,868
- Participant contributions
- $5,312
- Total contributions
- $10,223,180
- Total income / additions
- $11,884,335
Expenses & distributions
- Benefits paid
- $6,967,051
- Administrative expenses
- $1,085,879
- Total expenses
- $8,052,930
- Net increase / (decrease)
- $3,831,405
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Michelle Chang | EMPLOYEE | $149,562 | not reported in the loaded dataset | 2023 |
| Wilma Alday | EMPLOYEE | $115,242 | not reported in the loaded dataset | 2023 |
| Michael Jacyna | EMPLOYEE | $103,120 | not reported in the loaded dataset | 2023 |
| Gina Jew | EMPLOYEE | $92,183 | not reported in the loaded dataset | 2023 |
| Patricia Martin | EMPLOYEE | $87,734 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $68,448 | $1,156 | 2023 |
| Siu Pacific District Pension Plan | NONE | $61,549 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $46,724 | $0 | 2023 |
| Withumsmith+Brown, Pc | NONE | $44,922 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | NONE | $41,342 | $0 | 2023 |
| Siu Pd Supplemental Benefits | NONE | $41,301 | not reported in the loaded dataset | 2023 |
| Trucker Huss, Apc | NONE | $15,692 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $8,874 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Sup Welfare Plan, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Michelle Chang — Schedule C compensation
- Wilma Alday — Schedule C compensation
- Michael Jacyna — Schedule C compensation
- Gina Jew — Schedule C compensation
- Patricia Martin — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Siu Pacific District Pension Plan — Schedule C compensation
- Us Bank — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Siu Pd Supplemental Benefits — Schedule C compensation
- Trucker Huss, Apc — Schedule C compensation
- Zenith American Solutions — Schedule C compensation