2023 Form 5500 filing — Blue And Gold Automotive Trust Fund Welfare Benefit
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 20241014213752NAL0028323665002) for Blue And Gold Automotive Trust Fund Welfare Benefit, reported by Automotive Benefit Association under EIN 30-6591799 and plan number 501. It reports 2,233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014213752NAL0028323665002
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Automotive Benefit Association
- EIN
- 30-6591799
- Plan number
- 501
- Location
- San Diego, CA
- Participants
- 2,233
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,870,395
- Total liabilities (EOY)
- $1,008,632
- Net assets (EOY)
- $861,763
- Employer contributions
- $23,610,255
- Participant contributions
- $75,163
- Total income / additions
- $23,685,418
- Benefits paid
- $21,253,727
- Administrative expenses
- $2,247,844
- Total expenses
- $23,501,571
- Net increase / (decrease)
- $183,847
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Napa Insurance Center | N/A | $904,777 | not reported in the loaded dataset |
| Trust Benefit Consultants | N/A | $611,026 | not reported in the loaded dataset |
| Polycomp Administration Services | PLAN ADMINISTRATOR | $371,081 | not reported in the loaded dataset |
| Wolds Law Group | N/A | $129,073 | not reported in the loaded dataset |
| Moss Adams Llp | N/A | $43,576 | not reported in the loaded dataset |