Electrical Workers Health And Welfare Trust Fund For San Francisco — Form 5500 plan (Board Of Trustees, Electrical Workers Health And)
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, Electrical Workers Health And Welfare Trust Fund For San Francisco is a benefit plan reported by Board Of Trustees, Electrical Workers Health And under EIN 94-6061762 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,295 participants and $86,118,764 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Electrical Workers Health And
- EIN
- 94-6061762
- Plan number
- 501
- Plan type
- 1
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 2,295
- End-of-year plan assets
- $86,118,764
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,295 | H, C | 20241115155504NAL0000654163001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $86,118,764
- Total liabilities (EOY)
- $19,397,886
- Net assets (EOY)
- $66,720,878
- Net assets (BOY)
- $69,014,098
Income & contributions
- Employer contributions
- $41,166,150
- Participant contributions
- $5,944,103
- Total contributions
- $47,110,253
- Total income / additions
- $51,129,861
Expenses & distributions
- Benefits paid
- $51,357,056
- Administrative expenses
- $2,066,025
- Total expenses
- $53,423,081
- Net increase / (decrease)
- -$2,293,220
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| E.I.S.B., Inc. | NONE | $1,244,795 | not reported in the loaded dataset | 2023 |
| California Physicians Service | NONE | $326,311 | $0 | 2023 |
| Nwps | NONE | $255,203 | not reported in the loaded dataset | 2023 |
| Delta Dental Of California | NONE | $243,452 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | NONE | $86,444 | not reported in the loaded dataset | 2023 |
| Leonard Carder Llp | NONE | $81,263 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $44,200 | not reported in the loaded dataset | 2023 |
| Psg Consulting | NONE | $42,978 | not reported in the loaded dataset | 2023 |
| Pgim Real Estate | NONE | $42,130 | $0 | 2023 |
| Alan Biller & Associates, Inc. | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| David Crutcher | NONE | $32,568 | not reported in the loaded dataset | 2023 |
| Comerica | NONE | $5,687 | not reported in the loaded dataset | 2023 |
| Stephen Horn Insurance Svcs | NONE | $0 | $5,518 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Electrical Workers Health And
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- E.I.S.B., Inc. — Schedule C compensation
- California Physicians Service — Schedule C compensation
- Nwps — Schedule C compensation
- Delta Dental Of California — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Leonard Carder Llp — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Psg Consulting — Schedule C compensation
- Pgim Real Estate — Schedule C compensation
- Alan Biller & Associates, Inc. — Schedule C compensation
- David Crutcher — Schedule C compensation
- Comerica — Schedule C compensation
- Stephen Horn Insurance Svcs — Schedule C compensation