San Diego Unite - Here Health Fund — Form 5500 plan (Board Of Trustees, San Diego Unite - Here Health 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, San Diego Unite - Here Health Fund is a benefit plan reported by Board Of Trustees, San Diego Unite - Here Health Fund under EIN 95-1708883 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,134 participants and $52,409,146 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, San Diego Unite - Here Health Fund
- EIN
- 95-1708883
- Plan number
- 501
- Plan type
- 1
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 3,134
- End-of-year plan assets
- $52,409,146
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,134 | H, C | 20241010232504NAL0011999347001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,409,146
- Total liabilities (EOY)
- $14,765,260
- Net assets (EOY)
- $37,643,886
- Net assets (BOY)
- $27,977,440
Income & contributions
- Employer contributions
- $41,638,837
- Participant contributions
- $720,147
- Total contributions
- $42,358,984
- Total income / additions
- $44,771,047
Expenses & distributions
- Benefits paid
- $33,892,097
- Administrative expenses
- $1,212,504
- Total expenses
- $35,104,601
- Net increase / (decrease)
- $9,666,446
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marathon Health | NONE | $1,696,871 | not reported in the loaded dataset | 2023 |
| Sav Rx Prescription Services | NONE | $1,321,266 | not reported in the loaded dataset | 2023 |
| Dentwell (Dba Sylvason LLC) | NONE | $1,231,000 | not reported in the loaded dataset | 2023 |
| Benesys Administrators | NONE | $600,282 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Life & Health Ins | NONE | $425,653 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $57,000 | not reported in the loaded dataset | 2023 |
| Mccracken, Stemerman & Holsber | NONE | $42,670 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $35,375 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Services, Inc | NONE | $26,400 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $24,307 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Voya | NONE | $14,076 | not reported in the loaded dataset | 2023 |
| First Dental Health | NONE | $9,401 | not reported in the loaded dataset | 2023 |
| Michael Surowitz Compliance Verific | NONE | $5,992 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, San Diego Unite - Here Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Marathon Health — Schedule C compensation
- Sav Rx Prescription Services — Schedule C compensation
- Dentwell (Dba Sylvason LLC) — Schedule C compensation
- Benesys Administrators — Schedule C compensation
- Anthem Blue Cross Life & Health Ins — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Mccracken, Stemerman & Holsber — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Alliant Insurance Services, Inc — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Voya — Schedule C compensation
- First Dental Health — Schedule C compensation
- Michael Surowitz Compliance Verific — Schedule C compensation