San Mateo Electrical Workers Health Plan — Form 5500 plan (Board Of Trustees, San Mateo Electrical Workers Health Plan)
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, San Mateo Electrical Workers Health Plan is a benefit plan reported by Board Of Trustees, San Mateo Electrical Workers Health Plan under EIN 94-6077924 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,404 participants and $87,447,062 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, San Mateo Electrical Workers Health Plan
- EIN
- 94-6077924
- Plan number
- 501
- Plan type
- 1
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 1,404
- End-of-year plan assets
- $87,447,062
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,404 | H, C | 20250311033617NAL0027467984001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $87,447,062
- Total liabilities (EOY)
- $26,878,968
- Net assets (EOY)
- $60,568,094
- Net assets (BOY)
- $60,527,581
Income & contributions
- Employer contributions
- $37,125,870
- Participant contributions
- $893,803
- Total contributions
- $38,019,673
- Total income / additions
- $41,184,986
Expenses & distributions
- Benefits paid
- $39,719,599
- Administrative expenses
- $1,424,874
- Total expenses
- $41,144,473
- Net increase / (decrease)
- $40,513
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Administrative Services | NONE | $523,022 | not reported in the loaded dataset | 2023 |
| Anthem Bc Life And Health Ins Co. | NONE | $259,888 | not reported in the loaded dataset | 2023 |
| Sierra Investment Partners, Inc. | NONE | $198,257 | not reported in the loaded dataset | 2023 |
| Navia Benefit Solutions | NONE | $69,489 | not reported in the loaded dataset | 2023 |
| Innovative Cost Management | NONE | $65,100 | not reported in the loaded dataset | 2023 |
| Sav-Rx Prescription Services | NONE | $49,176 | not reported in the loaded dataset | 2023 |
| Healthlinx, LLC | NONE | $48,900 | not reported in the loaded dataset | 2023 |
| Ineich & Company, Llp | NONE | $48,070 | not reported in the loaded dataset | 2023 |
| Stoneridge Pmg Advisors, LLC | NONE | $0 | $32,268 | 2023 |
| American Health Holding | NONE | $23,942 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $22,912 | $0 | 2023 |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $20,220 | not reported in the loaded dataset | 2023 |
| Medexpert International, Inc. | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, San Mateo Electrical Workers Health Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- United Administrative Services — Schedule C compensation
- Anthem Bc Life And Health Ins Co. — Schedule C compensation
- Sierra Investment Partners, Inc. — Schedule C compensation
- Navia Benefit Solutions — Schedule C compensation
- Innovative Cost Management — Schedule C compensation
- Sav-Rx Prescription Services — Schedule C compensation
- Healthlinx, LLC — Schedule C compensation
- Ineich & Company, Llp — Schedule C compensation
- Stoneridge Pmg Advisors, LLC — Schedule C compensation
- American Health Holding — Schedule C compensation
- Us Bank — Schedule C compensation
- Neyhart, Anderson, Flynn & Grosboll — Schedule C compensation
- Medexpert International, Inc. — Schedule C compensation
- Morgan Stanley — Schedule C compensation