2023 Form 5500 filing — Consolidated Builders Benefits Trust Health And Welfare Plan
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 20250218155811NAL0003325153001) for Consolidated Builders Benefits Trust Health And Welfare Plan, reported by Consolidated Builders Benefits Trust under EIN 23-2919556 and plan number 501. It reports 287 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250218155811NAL0003325153001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Consolidated Builders Benefits Trust
- EIN
- 23-2919556
- Plan number
- 501
- Location
- Indiana, PA
- Participants
- 287
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $192,729
- Total liabilities (EOY)
- $136,903
- Net assets (EOY)
- $55,826
- Employer contributions
- $1,241,970
- Total income / additions
- $1,250,970
- Benefits paid
- $1,221,836
- Administrative expenses
- $37,539
- Total expenses
- $1,259,375
- Net increase / (decrease)
- -$8,405
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Grossman Yanak & Ford Llp | NONE | $18,160 | not reported in the loaded dataset |
| My Benefit Advisor, LLC | ADMINISTRATOR | $11,475 | not reported in the loaded dataset |