Labor Management Universal Health Benefits Trust — Form 5500 plan (The Board Of Trustees For Labor)
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, Labor Management Universal Health Benefits Trust is a benefit plan reported by The Board Of Trustees For Labor under EIN 95-6975448 and plan number 501. The latest loaded filing year is 2023. The filing reports 441 participants and $3,999,801 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Board Of Trustees For Labor
- EIN
- 95-6975448
- Plan number
- 501
- Plan type
- 1
- Location
- Covina, CA
- Latest filing year
- 2023
- Participants
- 441
- End-of-year plan assets
- $3,999,801
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 441 | H, C | 20240722160200NAL0006013891003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,999,801
- Total liabilities (EOY)
- $407,119
- Net assets (EOY)
- $3,592,682
- Net assets (BOY)
- $3,249,351
Income & contributions
- Employer contributions
- $5,541,165
- Total contributions
- $5,541,165
- Total income / additions
- $5,874,715
Expenses & distributions
- Benefits paid
- $5,217,488
- Administrative expenses
- $313,896
- Total expenses
- $5,531,384
- Net increase / (decrease)
- $343,331
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Southwest Administrators | NONE | $88,497 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $54,757 | not reported in the loaded dataset | 2023 |
| Haney & Shah Llp | NONE | $46,031 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $42,802 | not reported in the loaded dataset | 2023 |
| David Brody & Co | NONE | $16,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Board Of Trustees For Labor
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Covina, CA
- Pacific Southwest Administrators — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Haney & Shah Llp — Schedule C compensation
- Rael & Letson — Schedule C compensation
- David Brody & Co — Schedule C compensation