U. A. Local No. 355 Health And Welfare Plan — Form 5500 plan (Board Of Trustees U.A. Local No. 355 Health And Welfare Trust Fund)
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. Local No. 355 Health And Welfare Plan is a benefit plan reported by Board Of Trustees U.A. Local No. 355 Health And Welfare Trust Fund under EIN 94-3254224 and plan number 505. The latest loaded filing year is 2023. The filing reports 94 participants and $10,224,523 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees U.A. Local No. 355 Health And Welfare Trust Fund
- EIN
- 94-3254224
- Plan number
- 505
- Plan type
- 1
- Location
- Alameda, CA
- Latest filing year
- 2023
- Participants
- 94
- End-of-year plan assets
- $10,224,523
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 94 | H, C | 20250320181625NAL0007112657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,224,523
- Total liabilities (EOY)
- $327,714
- Net assets (EOY)
- $9,896,809
- Net assets (BOY)
- $9,274,217
Income & contributions
- Employer contributions
- $2,175,627
- Total contributions
- $2,175,627
- Total income / additions
- $2,929,735
Expenses & distributions
- Benefits paid
- $1,827,706
- Administrative expenses
- $479,437
- Total expenses
- $2,307,143
- Net increase / (decrease)
- $622,592
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $151,819 | not reported in the loaded dataset | 2023 |
| Kraw Law Group, Apc | NONE | $57,363 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $53,402 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $44,200 | not reported in the loaded dataset | 2023 |
| Mcmorgan & Company LLC | NONE | $41,011 | not reported in the loaded dataset | 2023 |
| U.A. Local 355 | PLAN SPONSOR | $36,000 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $21,945 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross | NONE | $18,370 | not reported in the loaded dataset | 2023 |
| City National Bank | NONE | $17,167 | not reported in the loaded dataset | 2023 |
| Delta Dental Of California | NONE | $10,775 | not reported in the loaded dataset | 2023 |
| Iron Mountain | NONE | $9,351 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees U.A. Local No. 355 Health And Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Alameda, CA
- Zenith American Solutions — Schedule C compensation
- Kraw Law Group, Apc — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Mcmorgan & Company LLC — Schedule C compensation
- U.A. Local 355 — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Anthem Blue Cross — Schedule C compensation
- City National Bank — Schedule C compensation
- Delta Dental Of California — Schedule C compensation
- Iron Mountain — Schedule C compensation