2023 Form 5500 filing — California Small Manufacturing Health And 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 20241015193442NAL0029508161005) for California Small Manufacturing Health And Welfare Trust Fund, reported by California Metals Coalition under EIN 95-4609615 and plan number 501. It reports 1,665 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015193442NAL0029508161005
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- California Metals Coalition
- EIN
- 95-4609615
- Plan number
- 501
- Location
- El Dorado Hills, CA
- Participants
- 1,665
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,367,302
- Total liabilities (EOY)
- $734,580
- Net assets (EOY)
- $632,722
- Employer contributions
- $9,684,647
- Participant contributions
- $17,947
- Total income / additions
- $9,719,193
- Benefits paid
- $8,678,380
- Administrative expenses
- $1,016,267
- Total expenses
- $9,694,647
- Net increase / (decrease)
- $24,546
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Arthur J Gallagher Us | BROKER | $546,759 | not reported in the loaded dataset |
| Risk Program Administrators | ADMINISTRATOR | $311,828 | not reported in the loaded dataset |
| Krammerer & Company Inc | LEGAL | $72,000 | not reported in the loaded dataset |
| Employee Benefits Law Grp | LEGAL | $36,507 | not reported in the loaded dataset |
| Rbtk Llp | INDEPENDENT AUDITOR | $25,600 | not reported in the loaded dataset |