2023 Form 5500 filing — B & C Western Conference Dental 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 20250217142503NAL0003992658001) for B & C Western Conference Dental Fund, reported by Board Of Trustees, B & C Western Conference Dental under EIN 94-6128420 and plan number 501. It reports 2,342 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250217142503NAL0003992658001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, B & C Western Conference Dental
- EIN
- 94-6128420
- Plan number
- 501
- Location
- Alameda, CA
- Participants
- 2,342
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,248,476
- Total liabilities (EOY)
- $353,199
- Net assets (EOY)
- $3,895,277
- Employer contributions
- $1,255,825
- Participant contributions
- $5,306
- Total income / additions
- $1,392,977
- Benefits paid
- $987,311
- Administrative expenses
- $491,100
- Total expenses
- $1,478,411
- Net increase / (decrease)
- -$85,434
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions, Inc. | NONE | $274,379 | not reported in the loaded dataset |
| Rael & Letson | NONE | $52,301 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $47,280 | not reported in the loaded dataset |
| Anthem Inc | NONE | $29,036 | not reported in the loaded dataset |
| Quest Investment Management, Inc. | NONE | $26,834 | $0 |
| Russel G. Woodson, D.D.S. | NONE | $12,950 | not reported in the loaded dataset |
| Reich, Adell, & Cvitan | NONE | $10,260 | not reported in the loaded dataset |
| City National Bank | NONE | $10,054 | $0 |