2023 Form 5500 filing — Northern California Tile Industry Health & Welfare Trust Fund
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 20241014112516NAL0026036129001) for Northern California Tile Industry Health & Welfare Trust Fund, reported by Board Of Trustees, Northern California Tile Industry under EIN 94-6173454 and plan number 501. It reports 624 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014112516NAL0026036129001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Northern California Tile Industry
- EIN
- 94-6173454
- Plan number
- 501
- Location
- Pleasanton, CA
- Participants
- 624
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,173,206
- Total liabilities (EOY)
- $4,402,041
- Net assets (EOY)
- $17,771,165
- Employer contributions
- $8,620,035
- Participant contributions
- $317,229
- Total income / additions
- $10,007,432
- Benefits paid
- $10,932,356
- Administrative expenses
- $701,558
- Total expenses
- $11,633,914
- Net increase / (decrease)
- -$1,626,482
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sav-Rx Prescription Services | NONE | $520,760 | not reported in the loaded dataset |
| Benesys Administrators Inc. | NONE | $178,426 | not reported in the loaded dataset |
| Rael & Letson | NONE | $97,034 | not reported in the loaded dataset |
| California Physician'S Service | NONE | $59,070 | $0 |
| Miller Kaplan Arase Llp | NONE | $39,000 | not reported in the loaded dataset |
| Kraw Law Group | NONE | $35,613 | not reported in the loaded dataset |
| Post Advisory Group | NONE | $34,176 | not reported in the loaded dataset |
| Union Bank | NONE | $31,908 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $21,789 | not reported in the loaded dataset |
| Neyhart Anderson Flyn & Grosboll | NONE | $13,063 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $12,125 | not reported in the loaded dataset |
| Beat It Program Inc. | NONE | $10,124 | not reported in the loaded dataset |
| Segall, Bryant & Hamill | NONE | $9,284 | not reported in the loaded dataset |
| Ullico | NONE | $9,165 | not reported in the loaded dataset |