2023 Form 5500 filing — Food Employers & Bakery & Confectionery Workers Benefit Fund Of Southern California
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 20250410155917NAL0033705296002) for Food Employers & Bakery & Confectionery Workers Benefit Fund Of Southern California, reported by Food Employers & Bakery & Confectionery Workers Benefit Fund Of Southe under EIN 95-6134346 and plan number 501. It reports 1,010 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410155917NAL0033705296002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Food Employers & Bakery & Confectionery Workers Benefit Fund Of Southe
- EIN
- 95-6134346
- Plan number
- 501
- Location
- Pasadena, CA
- Participants
- 1,010
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,721,899
- Total liabilities (EOY)
- $3,230,413
- Net assets (EOY)
- $12,491,486
- Employer contributions
- $11,362,861
- Participant contributions
- $393,586
- Total income / additions
- $12,929,457
- Benefits paid
- $11,844,200
- Administrative expenses
- $774,894
- Total expenses
- $12,619,094
- Net increase / (decrease)
- $310,363
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $260,457 | not reported in the loaded dataset |
| Blue Cross | NONE | $123,670 | not reported in the loaded dataset |
| Reich, Adell, Cvitan | NONE | $113,761 | not reported in the loaded dataset |
| Seyfarth Shaw | NONE | $77,950 | not reported in the loaded dataset |
| Rael & Letson | NONE | $53,044 | not reported in the loaded dataset |
| Horizon Actuarial Services | NONE | $53,044 | not reported in the loaded dataset |
| Henningfield & Associates, Inc. | NONE | $23,750 | not reported in the loaded dataset |
| Express Scripts | NONE | $23,007 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $6,838 | not reported in the loaded dataset |
| Pacific Income Advisors | NONE | $0 | $0 |