U.A. Local 467 Health And Welfare Trust Fund — Form 5500 plan (Board Of Trustees, U.A. Local 467 Health And Welfare)
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, U.A. Local 467 Health And Welfare Trust Fund is a benefit plan reported by Board Of Trustees, U.A. Local 467 Health And Welfare under EIN 94-6415220 and plan number 516. The latest loaded filing year is 2023. The filing reports 1,178 participants and $66,925,201 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, U.A. Local 467 Health And Welfare
- EIN
- 94-6415220
- Plan number
- 516
- Plan type
- 1
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 1,178
- End-of-year plan assets
- $66,925,201
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,178 | H, C | 20241015215515NAL0015452803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $66,925,201
- Total liabilities (EOY)
- $16,000,745
- Net assets (EOY)
- $50,924,456
- Net assets (BOY)
- $43,218,961
Income & contributions
- Employer contributions
- $34,305,838
- Participant contributions
- $3,560,048
- Total contributions
- $37,865,886
- Total income / additions
- $42,635,648
Expenses & distributions
- Benefits paid
- $34,023,045
- Administrative expenses
- $907,108
- Total expenses
- $34,930,153
- Net increase / (decrease)
- $7,705,495
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Administrative Services | NONE | $363,759 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $130,108 | not reported in the loaded dataset | 2023 |
| Blue Cross | NONE | $120,002 | not reported in the loaded dataset | 2023 |
| Nwps | NONE | $102,000 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $97,737 | not reported in the loaded dataset | 2023 |
| U.A. Local 467 | PARTY-IN-INTEREST | $76,738 | not reported in the loaded dataset | 2023 |
| Navia Benefits Solutions Inc | NONE | $44,100 | not reported in the loaded dataset | 2023 |
| Navitus Health Solutions | NONE | $37,484 | not reported in the loaded dataset | 2023 |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $34,342 | not reported in the loaded dataset | 2023 |
| New Century Partners | NONE | $31,328 | not reported in the loaded dataset | 2023 |
| Crystal Clear Rx | NONE | $29,760 | not reported in the loaded dataset | 2023 |
| Union Data Systems Inc. | NONE | $19,869 | not reported in the loaded dataset | 2023 |
| Smart Source Critical Communication | NONE | $17,478 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $15,931 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $7,097 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, U.A. Local 467 Health And Welfare
- 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
- Delta Dental — Schedule C compensation
- Blue Cross — Schedule C compensation
- Nwps — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- U.A. Local 467 — Schedule C compensation
- Navia Benefits Solutions Inc — Schedule C compensation
- Navitus Health Solutions — Schedule C compensation
- Neyhart, Anderson, Flynn & Grosboll — Schedule C compensation
- New Century Partners — Schedule C compensation
- Crystal Clear Rx — Schedule C compensation
- Union Data Systems Inc. — Schedule C compensation
- Smart Source Critical Communication — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Matrix Trust Company — Schedule C compensation