Western States Insul And Allied Workers' Health Pl — Form 5500 plan (Board Of Trustees Of Western States Insul And Allied Workers Health Pl)
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, Western States Insul And Allied Workers' Health Pl is a benefit plan reported by Board Of Trustees Of Western States Insul And Allied Workers Health Pl under EIN 94-6170245 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,842 participants and $1,201,977 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Western States Insul And Allied Workers Health Pl
- EIN
- 94-6170245
- Plan number
- 501
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 4,842
- End-of-year plan assets
- $1,201,977
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,842 | H, C | 20241002144630NAL0008474641001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,201,977
- Total liabilities (EOY)
- $61,549
- Net assets (EOY)
- $1,140,428
- Net assets (BOY)
- $1,368,167
Income & contributions
- Employer contributions
- $44,354
- Total contributions
- $44,354
- Total income / additions
- $47,509
Expenses & distributions
- Benefits paid
- $123,018
- Administrative expenses
- $152,230
- Total expenses
- $275,248
- Net increase / (decrease)
- -$227,739
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Workcare Inc. | NONE | $54,974 | not reported in the loaded dataset | 2023 |
| Benesys Administrators | NONE | $43,534 | not reported in the loaded dataset | 2023 |
| Smart Source LLC | NONE | $14,212 | not reported in the loaded dataset | 2023 |
| Withumsmith&Brown, Pc | NONE | $13,629 | not reported in the loaded dataset | 2023 |
| Cheiron, Inc. | NONE | $12,864 | not reported in the loaded dataset | 2023 |
| Kraw Law Group, Apc | NONE | $10,763 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Western States Insul And Allied Workers Health Pl
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Workcare Inc. — Schedule C compensation
- Benesys Administrators — Schedule C compensation
- Smart Source LLC — Schedule C compensation
- Withumsmith&Brown, Pc — Schedule C compensation
- Cheiron, Inc. — Schedule C compensation
- Kraw Law Group, Apc — Schedule C compensation