2023 Form 5500 filing — Abc California Health Trust 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 20241011171643NAL0022415585001) for Abc California Health Trust Welfare Benefit Plan, reported by Associated Builders And Contractors Of California, San Diego Chapter under EIN 33-6069031 and plan number 501. It reports 1,814 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011171643NAL0022415585001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Associated Builders And Contractors Of California, San Diego Chapter
- EIN
- 33-6069031
- Plan number
- 501
- Location
- Poway, CA
- Participants
- 1,814
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,650,107
- Total liabilities (EOY)
- $2,752,022
- Net assets (EOY)
- $5,898,085
- Employer contributions
- $18,441,220
- Participant contributions
- $91,241
- Total income / additions
- $19,196,917
- Benefits paid
- $16,554,457
- Administrative expenses
- $1,823,920
- Total expenses
- $18,378,377
- Net increase / (decrease)
- $818,540
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| West Coast Group Benefits | PLAN SERVICE PROVIDER | $842,571 | not reported in the loaded dataset |
| Polycomp Administrative Services | PLAN SERVICE PROVIDER | $429,258 | not reported in the loaded dataset |
| Wolds Vanderwal Pc | PLAN SERVICE PROVIDER | $141,367 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | PLAN SERVICE PROVIDER | $46,980 | not reported in the loaded dataset |
| Wagner Law Group | PLAN SERVICE PROVIDER | $30,207 | not reported in the loaded dataset |
| Clelland & Company | PLAN SERVICE PROVIDER | $13,004 | not reported in the loaded dataset |