Warehousemen'S Health And Welfare Fund — Form 5500 plan (Board Of Trustees, Warehousemen'S 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, Warehousemen'S Health And Welfare Fund is a benefit plan reported by Board Of Trustees, Warehousemen'S Health And Welfare under EIN 95-6068285 and plan number 501. The latest loaded filing year is 2023. The filing reports 319 participants and $3,086,803 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Warehousemen'S Health And Welfare
- EIN
- 95-6068285
- Plan number
- 501
- Plan type
- 1
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 319
- End-of-year plan assets
- $3,086,803
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 319 | H, C | 20250113192503NAL0010903651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,086,803
- Total liabilities (EOY)
- $654,459
- Net assets (EOY)
- $2,432,344
- Net assets (BOY)
- $2,498,022
Income & contributions
- Employer contributions
- $8,232,593
- Participant contributions
- $19,562
- Total contributions
- $8,252,155
- Total income / additions
- $8,317,995
Expenses & distributions
- Benefits paid
- $7,916,143
- Administrative expenses
- $467,530
- Total expenses
- $8,383,673
- Net increase / (decrease)
- -$65,678
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Employee 1 | NONE | $100,904 | not reported in the loaded dataset | 2023 |
| Employee 2 | NONE | $99,598 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $70,151 | not reported in the loaded dataset | 2023 |
| Employee 3 | NONE | $39,141 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Advance Computer Care, Inc | NONE | $16,947 | not reported in the loaded dataset | 2023 |
| Gilbert & Sackman | NONE | $8,204 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Warehousemen'S Health And Welfare
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Employee 1 — Schedule C compensation
- Employee 2 — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Employee 3 — Schedule C compensation
- Milliman — Schedule C compensation
- Advance Computer Care, Inc — Schedule C compensation
- Gilbert & Sackman — Schedule C compensation