2023 Form 5500 filing — Workers' Compensation Insurance Rating Bureau Of California 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241006163337NAL0008292995001) for Workers' Compensation Insurance Rating Bureau Of California 401(K) Plan, reported by Workers'Compensation Insurance Rating Bureau Of California under EIN 94-0358760 and plan number 002. It reports 240 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241006163337NAL0008292995001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Workers'Compensation Insurance Rating Bureau Of California
- EIN
- 94-0358760
- Plan number
- 002
- Location
- Oakland, CA
- Participants
- 240
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,318,685
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,318,685
- Employer contributions
- $1,053,238
- Participant contributions
- $2,235,336
- Total income / additions
- $10,971,894
- Benefits paid
- $8,364,729
- Administrative expenses
- $103,305
- Total expenses
- $8,468,618
- Net increase / (decrease)
- $2,503,276
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nwk Group | NONE | $60,884 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $46,291 | $0 |
| Withum Smith+Brown, Pc | NONE | $13,780 | not reported in the loaded dataset |