Furniture And Industrial Carpenters Health Plan — Form 5500 plan (Board Of Trustees Furniture & Industrial Carpenters Health 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, Furniture And Industrial Carpenters Health Plan is a benefit plan reported by Board Of Trustees Furniture & Industrial Carpenters Health Trust under EIN 94-2621654 and plan number 501. The latest loaded filing year is 2023. The filing reports 129 participants and $3,265,775 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Furniture & Industrial Carpenters Health Trust
- EIN
- 94-2621654
- Plan number
- 501
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 129
- End-of-year plan assets
- $3,265,775
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 129 | H, C | 20250314154654NAL0013858179001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,265,775
- Total liabilities (EOY)
- $474,993
- Net assets (EOY)
- $2,790,782
- Net assets (BOY)
- $2,652,679
Income & contributions
- Employer contributions
- $3,461,161
- Total contributions
- $3,461,161
- Total income / additions
- $3,495,368
Expenses & distributions
- Benefits paid
- $3,190,065
- Administrative expenses
- $167,200
- Total expenses
- $3,357,265
- Net increase / (decrease)
- $138,103
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys Administrators | NONE | $77,079 | not reported in the loaded dataset | 2023 |
| Milliman Usa, Inc. | NONE | $34,708 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $25,158 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger & Rosenfeld | NONE | $10,101 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Furniture & Industrial Carpenters Health Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Benesys Administrators — Schedule C compensation
- Milliman Usa, Inc. — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Weinberg, Roger & Rosenfeld — Schedule C compensation