2023 Form 5500 filing — San Francisco Culinary Bartenders & Service Employees Welfare 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 20250114132504NAL0040328034001) for San Francisco Culinary Bartenders & Service Employees Welfare Fund, reported by Board Of Trustees, San Francisco Culinary Bartenders & under EIN 94-1645611 and plan number 501. It reports 10,061 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250114132504NAL0040328034001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, San Francisco Culinary Bartenders &
- EIN
- 94-1645611
- Plan number
- 501
- Location
- Pleasanton, CA
- Participants
- 10,061
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $121,320,364
- Total liabilities (EOY)
- $34,430,241
- Net assets (EOY)
- $86,890,123
- Employer contributions
- $173,438,169
- Participant contributions
- $380,350
- Total income / additions
- $178,929,583
- Benefits paid
- $142,096,316
- Administrative expenses
- $2,860,544
- Total expenses
- $144,956,860
- Net increase / (decrease)
- $33,972,723
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys Administrators, Inc. | NONE | $1,064,188 | not reported in the loaded dataset |
| Delta Dental | NONE | $441,869 | not reported in the loaded dataset |
| Rael & Letson | NONE | $127,050 | not reported in the loaded dataset |
| Smartsource, LLC | NONE | $87,680 | not reported in the loaded dataset |
| Leonard Carder Llp | NONE | $85,698 | not reported in the loaded dataset |
| Ascendent Healthcare | NONE | $72,715 | not reported in the loaded dataset |
| Scholarmatch | NONE | $66,900 | not reported in the loaded dataset |
| Northwest Administrators Inc. | NONE | $61,177 | not reported in the loaded dataset |
| Paul Gehrman | NONE | $45,768 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $36,800 | not reported in the loaded dataset |
| Iron Mountain | NONE | $34,226 | not reported in the loaded dataset |
| Self Help For The Elderly | NONE | $31,500 | not reported in the loaded dataset |
| Unite Here Local 2 | PLAN SPONSOR | $27,648 | not reported in the loaded dataset |
| Paulette Mcmillian | NONE | $27,586 | not reported in the loaded dataset |
| Vanguard | NONE | $25,208 | not reported in the loaded dataset |
| Tech Hospitality, Inc. | NONE | $24,662 | not reported in the loaded dataset |
| Ullico | NONE | $17,042 | not reported in the loaded dataset |
| Compliance Audit Services, Inc. | NONE | $16,316 | not reported in the loaded dataset |
| Income Research Management | NONE | $9,140 | not reported in the loaded dataset |
| Direct Marketing Solutions, Inc. | NONE | $8,580 | not reported in the loaded dataset |
| Marsh Mclennan Agency LLC | NONE | $0 | $8,267 |
| Nepc, LLC | NONE | $7,500 | not reported in the loaded dataset |