2023 Form 5500 filing — Southern California Bakery & Confectionery Union And Industry 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 20250513185503NAL0018100385001) for Southern California Bakery & Confectionery Union And Industry Welfare Plan, reported by Board Of Trustees, Southern California Bakery & under EIN 95-4360512 and plan number 501. It reports 787 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250513185503NAL0018100385001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Southern California Bakery &
- EIN
- 95-4360512
- Plan number
- 501
- Location
- Alameda, CA
- Participants
- 787
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,420,151
- Total liabilities (EOY)
- $1,644,293
- Net assets (EOY)
- $6,775,858
- Employer contributions
- $8,778,392
- Participant contributions
- $590,108
- Total income / additions
- $9,855,311
- Benefits paid
- $9,042,997
- Administrative expenses
- $712,150
- Total expenses
- $9,755,147
- Net increase / (decrease)
- $100,164
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions, Inc. | NONE | $304,671 | not reported in the loaded dataset |
| Rael & Letson | NONE | $106,062 | not reported in the loaded dataset |
| Reich, Adell & Cvitan | NONE | $81,755 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $60,945 | not reported in the loaded dataset |
| Anthem Blue Cross | NONE | $34,535 | not reported in the loaded dataset |
| Iron Mountain | NONE | $34,530 | not reported in the loaded dataset |
| Quest Investment Management | NONE | $31,316 | $0 |
| Express Scripts, Inc. | NONE | $8,353 | not reported in the loaded dataset |
| Corporate Mail Service LLC | NONE | $5,588 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE | $5,265 | $0 |