2023 Form 5500 filing — Afscme Local 2076 Orange County Benefits Trust

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 20241014214612NAL0027210481001) for Afscme Local 2076 Orange County Benefits Trust, reported by Afscme Local 2076 under EIN 95-3827935 and plan number 501. It reports 1,834 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.7MReported net assets$1,679,667
Participants1.8K1,834
Provider compensation$16.9K1 Schedule C row(s)$16,875
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014214612NAL0027210481001
Plan sponsor
Afscme Local 2076
EIN
95-3827935
Plan number
501
Location
Anaheim, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.7M total assets
Net assets$1.7MLiabilities$13.7K
Money in vs. money out
Total income / additions$2.4M
Total expenses$2.2M
Benefits paid / distributions$2.2M
Contributions
Employer$936.4K
Participant$1.5M
Full reported line items
Total assets (EOY)
$1,693,342
Total liabilities (EOY)
$13,675
Net assets (EOY)
$1,679,667
Employer contributions
$936,363
Participant contributions
$1,469,319
Total income / additions
$2,419,371
Benefits paid
$2,204,120
Administrative expenses
$23,479
Total expenses
$2,227,599
Net increase / (decrease)
$191,772
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $16.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014214612NAL0027210481001 cover?
It is the 2023 Form 5500 filing for Afscme Local 2076 Orange County Benefits Trust, reported by Afscme Local 2076 (EIN 95-3827935).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages