2023 Form 5500 filing — B.A.C. Local No 3 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 20250404185505NAL0020275680001) for B.A.C. Local No 3 Health And Welfare Plan, reported by Board Of Trustees, B.A.C. Local No 3 Health And under EIN 23-7034407 and plan number 501. It reports 590 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250404185505NAL0020275680001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, B.A.C. Local No 3 Health And
- EIN
- 23-7034407
- Plan number
- 501
- Location
- Pleasanton, CA
- Participants
- 590
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,804,751
- Total liabilities (EOY)
- $6,820,115
- Net assets (EOY)
- $8,984,636
- Employer contributions
- $10,660,012
- Participant contributions
- $324,541
- Total income / additions
- $11,534,155
- Benefits paid
- $11,487,446
- Administrative expenses
- $772,349
- Total expenses
- $12,259,795
- Net increase / (decrease)
- -$725,640
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $364,633 | not reported in the loaded dataset |
| Rael & Letson | NONE | $77,285 | not reported in the loaded dataset |
| Withum Smith & Brown Pc | NONE | $68,651 | not reported in the loaded dataset |
| Delta Dental | NONE | $56,664 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $43,000 | not reported in the loaded dataset |
| Kraw Law Group | NONE | $32,180 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $26,745 | not reported in the loaded dataset |
| Us Bank | NONE | $13,411 | $0 |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $13,198 | not reported in the loaded dataset |
| Segall Bryant & Hamill | NONE | $9,330 | not reported in the loaded dataset |
| Atalanta Sosnoff Capital LLC | NONE | $7,394 | not reported in the loaded dataset |
| Smart Source LLC | NONE | $7,083 | not reported in the loaded dataset |