Opeiu Locals 30 And 537 Health And Welfare Fund — Form 5500 plan (Board Of Trustees, Opeiu Locals 30 And 537)
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, Opeiu Locals 30 And 537 Health And Welfare Fund is a benefit plan reported by Board Of Trustees, Opeiu Locals 30 And 537 under EIN 95-6047601 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,336 participants and $14,475,751 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Opeiu Locals 30 And 537
- EIN
- 95-6047601
- Plan number
- 501
- Plan type
- 1
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 1,336
- End-of-year plan assets
- $14,475,751
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,336 | H, C | 20241108155508NAL0025261250001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,475,751
- Total liabilities (EOY)
- $1,651,517
- Net assets (EOY)
- $12,824,234
- Net assets (BOY)
- $11,387,710
Income & contributions
- Employer contributions
- $7,318,155
- Participant contributions
- $374,823
- Total contributions
- $7,692,978
- Total income / additions
- $8,123,699
Expenses & distributions
- Benefits paid
- $6,028,935
- Administrative expenses
- $658,240
- Total expenses
- $6,687,175
- Net increase / (decrease)
- $1,436,524
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Programs Administration | NONE | $432,494 | not reported in the loaded dataset | 2023 |
| Express Scripts | NONE | $389,082 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $69,957 | not reported in the loaded dataset | 2023 |
| Aetna | NONE | $42,546 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $29,600 | not reported in the loaded dataset | 2023 |
| Us Bank Of California | NONE | $17,768 | not reported in the loaded dataset | 2023 |
| Segal Advisors | NONE | $10,200 | not reported in the loaded dataset | 2023 |
| Gilbert & Sackman, A Law Corp | NONE | $7,681 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Opeiu Locals 30 And 537
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Benefit Programs Administration — Schedule C compensation
- Express Scripts — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Aetna — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Us Bank Of California — Schedule C compensation
- Segal Advisors — Schedule C compensation
- Gilbert & Sackman, A Law Corp — Schedule C compensation