2023 Form 5500 filing — Abc Of Southern California Benefit Trust Fund Welfare Benefit 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 20241010155512NAL0020479905001) for Abc Of Southern California Benefit Trust Fund Welfare Benefit Plan, reported by Associated Builders & Contractors Of Southern California Benefit Trust under EIN 33-6227695 and plan number 501. It reports 2,218 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010155512NAL0020479905001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Associated Builders & Contractors Of Southern California Benefit Trust
- EIN
- 33-6227695
- Plan number
- 501
- Location
- Anaheim, CA
- Participants
- 2,218
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,156,065
- Total liabilities (EOY)
- $4,215,485
- Net assets (EOY)
- $1,940,580
- Employer contributions
- $23,536,737
- Participant contributions
- $103,846
- Total income / additions
- $24,263,979
- Benefits paid
- $22,259,513
- Administrative expenses
- $2,070,223
- Total expenses
- $24,329,736
- Net increase / (decrease)
- -$65,757
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Polycomp Administrative Services | THIRD PARTY ADMINISTRATOR | $633,153 | not reported in the loaded dataset |
| Wolds Law Group | TRUST ATTORNEY | $190,661 | not reported in the loaded dataset |
| Jhs Cpas, Llp | TRUST ACCOUNTANTS | $31,535 | not reported in the loaded dataset |
| Abc Of Southern California, Inc | PLAN SPONSOR/ADMIN FEES | $16,103 | not reported in the loaded dataset |
| Platform Cpas Llp | TRUST ACCOUNTANTS | $15,500 | not reported in the loaded dataset |