Automotive Industries Welfare Plan — Form 5500 plan (Board Of Trustees Of Automotive Industries Welfare 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, Automotive Industries Welfare Plan is a benefit plan reported by Board Of Trustees Of Automotive Industries Welfare Plan under EIN 94-6078226 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,942 participants and $50,944,275 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Automotive Industries Welfare Plan
- EIN
- 94-6078226
- Plan number
- 501
- Plan type
- 1
- Location
- Dublin, CA
- Latest filing year
- 2023
- Participants
- 2,942
- End-of-year plan assets
- $50,944,275
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,942 | H, C | 20241015183725NAL0017057043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,944,275
- Total liabilities (EOY)
- $3,661,416
- Net assets (EOY)
- $47,282,859
- Net assets (BOY)
- $45,088,996
Income & contributions
- Employer contributions
- $48,696,648
- Participant contributions
- $159,822
- Total contributions
- $48,856,470
- Total income / additions
- $60,381,757
Expenses & distributions
- Benefits paid
- $55,434,251
- Administrative expenses
- $2,753,643
- Total expenses
- $58,187,894
- Net increase / (decrease)
- $2,193,863
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Health Services & Benefits Adminst | NONE | $1,251,724 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $392,782 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross | NONE | $189,081 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $143,976 | $37,766 | 2023 |
| Charles Besocke | EMPLOYEE | $160,898 | not reported in the loaded dataset | 2023 |
| Delta Dental Of California | NONE | $129,711 | not reported in the loaded dataset | 2023 |
| Saltzman & Johnson Law Corporation | NONE | $120,125 | not reported in the loaded dataset | 2023 |
| Graystone Consulting/Morgan Stanley | NONE | $70,634 | not reported in the loaded dataset | 2023 |
| Fremont Bank | NONE | $30,020 | not reported in the loaded dataset | 2023 |
| Mackay Shields LLC | NONE | $0 | $27,596 | 2023 |
| Wex Health, Inc. | NONE | $24,440 | not reported in the loaded dataset | 2023 |
| Optumrx, Inc. | NONE | $20,847 | not reported in the loaded dataset | 2023 |
| Nfp | NONE | $0 | $11,864 | 2023 |
| Mcmorgan & Company LLC | NONE | $11,692 | not reported in the loaded dataset | 2023 |
| Steve Sowinski | TRUSTEE | $6,659 | not reported in the loaded dataset | 2023 |
| Rsp Printing | NONE | $5,837 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $2,102 | $3,471 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Automotive Industries Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Dublin, CA
- Health Services & Benefits Adminst — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Anthem Blue Cross — Schedule C compensation
- The Segal Company — Schedule C compensation
- Charles Besocke — Schedule C compensation
- Delta Dental Of California — Schedule C compensation
- Saltzman & Johnson Law Corporation — Schedule C compensation
- Graystone Consulting/Morgan Stanley — Schedule C compensation
- Fremont Bank — Schedule C compensation
- Mackay Shields LLC — Schedule C compensation
- Wex Health, Inc. — Schedule C compensation
- Optumrx, Inc. — Schedule C compensation
- Nfp — Schedule C compensation
- Mcmorgan & Company LLC — Schedule C compensation
- Steve Sowinski — Schedule C compensation
- Rsp Printing — Schedule C compensation
- Amalgamated Bank — Schedule C compensation