Service Provider
THE WEL GROUP, INC.
5 companies • 5 plans • 13 filings • Latest year 2011
Company Profile • 20-2978606AccountantDisclaimer of opinionService providerUnqualified opinionAccounting
Total Direct Compensation
$260,475
0.01% of tracked asset basis
Tracked Asset Basis
$1,996,341,378
Companies
5
Companies
| Company | EIN | Filings | Plans | Latest Year | Direct Compensation | Fee % | Asset Basis |
|---|---|---|---|---|---|---|---|
| Board of Trustees - Oregon Sheet Metal Workers 16 Health Trust | 93-0757655 | 4 | 1 | 2011 | $108,393 | 0.14% | $79,972,098 |
| Joint Board of Trustees Ibew District No. 9 Pension Plan | 93-6074829 | 3 | 1 | 2011 | $55,813 | 0.00% | $1,710,411,348 |
| Trustees of Employer - Industrial Sheet Metal Workers 16 Pension Tr | 51-0171397 | 3 | 1 | 2011 | $44,571 | 0.02% | $197,650,931 |
| Floor Covering Union & Industry Welfare Trust | 93-6026941 | 2 | 1 | 2010 | $33,698 | 1.06% | $3,176,044 |
| Building Service Employees Welfare Trust | 93-6025789 | 1 | 1 | 2009 | $18,000 | 0.35% | $5,130,957 |
Filings
| Year | Company | Plan | Roles | Services | Direct Compensation | Fee % | Asset Basis | Filing |
|---|---|---|---|---|---|---|---|---|
| 2011 | Board of Trustees - Oregon Sheet Metal Workers 16 Health Trust | Sheet Metal Workers 16 Health Plan | Service provider | Accounting | $26,001 | 0.12% | $22,460,861 | View filing |
| 2011 | Joint Board of Trustees Ibew District No. 9 Pension Plan | International Brotherhood of Electrical Workers District No. 9 Pension | Service provider | Accounting | $20,333 | 0.00% | $650,378,260 | View filing |
| 2011 | Trustees of Employer - Industrial Sheet Metal Workers 16 Pension Tr | Employer-Industrial Sheet Metal Workers Local 16 Pension Trust | Service provider | Accounting | $17,276 | 0.03% | $68,570,949 | View filing |
| 2010 | Board of Trustees - Oregon Sheet Metal Workers 16 Health Trust | Sheet Metal Workers 16 Health Plan | Accountant • Service provider • Unqualified opinion | Accounting | $22,900 | 0.11% | $20,721,828 | View filing |
| 2010 | Joint Board of Trustees Ibew District No. 9 Pension Plan | International Brotherhood of Electrical Workers District No. 9 Pension | Accountant • Disclaimer of opinion • Service provider | Accounting | $18,480 | 0.00% | $586,811,285 | View filing |
| 2010 | Trustees of Employer - Industrial Sheet Metal Workers 16 Pension Tr | Employer-Industrial Sheet Metal Workers Local 16 Pension Trust | Accountant • Service provider • Unqualified opinion | Accounting | $14,875 | 0.02% | $67,881,787 | View filing |
| 2010 | Floor Covering Union & Industry Welfare Trust | Floor Covering Union & Industry Welfare Trust | Service provider | Accounting | $13,000 | 0.84% | $1,554,076 | View filing |
| 2009 | Board of Trustees - Oregon Sheet Metal Workers 16 Health Trust | Sheet Metal Workers 16 Health Plan | Accountant • Service provider • Unqualified opinion | Accounting | $29,746 | 0.16% | $18,394,705 | View filing |
| 2009 | Board of Trustees - Oregon Sheet Metal Workers 16 Health Trust | Sheet Metal Workers 16 Health Plan | Accountant • Service provider • Unqualified opinion | Accounting | $29,746 | 0.16% | $18,394,705 | View filing |
| 2009 | Floor Covering Union & Industry Welfare Trust | Floor Covering Union & Industry Welfare Trust | Accountant • Service provider • Unqualified opinion | Accounting | $20,698 | 1.28% | $1,621,969 | View filing |
| 2009 | Building Service Employees Welfare Trust | Building Service Employees Welfare Trust | Accountant • Service provider • Unqualified opinion | Accounting | $18,000 | 0.35% | $5,130,957 | View filing |
| 2009 | Joint Board of Trustees Ibew District No. 9 Pension Plan | International Brotherhood of Electrical Workers District No. 9 Pension | Accountant • Disclaimer of opinion • Service provider | Accounting | $17,000 | 0.00% | $473,221,804 | View filing |
| 2009 | Trustees of Employer - Industrial Sheet Metal Workers 16 Pension Tr | Employer-Industrial Sheet Metal Workers Local 16 Pension Trust | Accountant • Service provider • Unqualified opinion | Accounting | $12,420 | 0.02% | $61,198,195 | View filing |