The Tile Industry Health & Welfare Fund — Form 5500 plan (Board Of Trustees, The Tile Industry Health &)
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, The Tile Industry Health & Welfare Fund is a benefit plan reported by Board Of Trustees, The Tile Industry Health & under EIN 95-1734798 and plan number 501. The latest loaded filing year is 2023. The filing reports 581 participants and $23,652,759 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, The Tile Industry Health &
- EIN
- 95-1734798
- Plan number
- 501
- Plan type
- 1
- Location
- West Covina, CA
- Latest filing year
- 2023
- Participants
- 581
- End-of-year plan assets
- $23,652,759
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 581 | H, C | 20241015175537NAL0059048658001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,652,759
- Total liabilities (EOY)
- $6,845,764
- Net assets (EOY)
- $16,806,995
- Net assets (BOY)
- $17,464,105
Income & contributions
- Employer contributions
- $8,527,784
- Participant contributions
- $54,290
- Total contributions
- $8,582,074
- Total income / additions
- $9,598,642
Expenses & distributions
- Benefits paid
- $9,713,108
- Administrative expenses
- $542,644
- Total expenses
- $10,255,752
- Net increase / (decrease)
- -$657,110
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $161,762 | not reported in the loaded dataset | 2023 |
| Kennedy Law Firm | NONE | $64,913 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Mgmt, LLC | NONE | $45,884 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $39,500 | not reported in the loaded dataset | 2023 |
| Icms Insurance Services | NONE | $36,000 | not reported in the loaded dataset | 2023 |
| U.S. Bank Na | NONE | $34,825 | $0 | 2023 |
| Alsweet Associates | NONE | $30,280 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management Llp | NONE | $24,775 | not reported in the loaded dataset | 2023 |
| Melissa W Cook & Associates | NONE | $24,011 | not reported in the loaded dataset | 2023 |
| Ameritas Life Insurance Corp. | NONE | $22,539 | not reported in the loaded dataset | 2023 |
| Mufg Union Bank | NONE | $15,908 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $10,000 | $0 | 2023 |
| Sav-Rx Prescription Services | NONE | $7,298 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, The Tile Industry Health &
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in West Covina, CA
- Benesys, Inc. — Schedule C compensation
- Kennedy Law Firm — Schedule C compensation
- Boyd Watterson Asset Mgmt, LLC — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Icms Insurance Services — Schedule C compensation
- U.S. Bank Na — Schedule C compensation
- Alsweet Associates — Schedule C compensation
- Wedge Capital Management Llp — Schedule C compensation
- Melissa W Cook & Associates — Schedule C compensation
- Ameritas Life Insurance Corp. — Schedule C compensation
- Mufg Union Bank — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Sav-Rx Prescription Services — Schedule C compensation