I.A.T.S.E. Local 16 Health And Welfare Trust Fund — Form 5500 plan (I.A.T.S.E. Local 16 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, I.A.T.S.E. Local 16 Health And Welfare Trust Fund is a benefit plan reported by I.A.T.S.E. Local 16 Welfare Trust Fund under EIN 94-6138741 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,798 participants and $20,657,434 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- I.A.T.S.E. Local 16 Welfare Trust Fund
- EIN
- 94-6138741
- Plan number
- 501
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 1,798
- End-of-year plan assets
- $20,657,434
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,798 | H, C | 20241015192112NAL0049522944001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,657,434
- Total liabilities (EOY)
- $1,694,385
- Net assets (EOY)
- $18,963,049
- Net assets (BOY)
- $14,402,874
Income & contributions
- Employer contributions
- $15,347,781
- Participant contributions
- $478,326
- Total contributions
- $15,826,107
- Total income / additions
- $18,766,593
Expenses & distributions
- Benefits paid
- $13,342,504
- Administrative expenses
- $863,914
- Total expenses
- $14,206,418
- Net increase / (decrease)
- $4,560,175
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $326,017 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Life & Health Ins | NONE | $186,962 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $96,088 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $64,780 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger & Rosenfeld | NONE | $64,727 | not reported in the loaded dataset | 2023 |
| Teamsters Assistance Program | NONE | $17,056 | not reported in the loaded dataset | 2023 |
| Smart Source | NONE | $12,726 | not reported in the loaded dataset | 2023 |
| Verus | NONE | $11,117 | not reported in the loaded dataset | 2023 |
| Wells Fargo | NONE | $9,609 | not reported in the loaded dataset | 2023 |
| Cigna Health And Life Insurance Co. | NONE | $9,321 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for I.A.T.S.E. Local 16 Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Benesys, Inc. — Schedule C compensation
- Anthem Blue Cross Life & Health Ins — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Weinberg, Roger & Rosenfeld — Schedule C compensation
- Teamsters Assistance Program — Schedule C compensation
- Smart Source — Schedule C compensation
- Verus — Schedule C compensation
- Wells Fargo — Schedule C compensation
- Cigna Health And Life Insurance Co. — Schedule C compensation