2023 Form 5500 filing — Carpenters Health And Welfare Trust Fund For 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 20250616165644NAL0001167697003) for Carpenters Health And Welfare Trust Fund For California, reported by Carpenters Health And Welfare Trust Fund For Northern California under EIN 94-1234856 and plan number 501. It reports 26,061 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250616165644NAL0001167697003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Carpenters Health And Welfare Trust Fund For Northern California
- EIN
- 94-1234856
- Plan number
- 501
- Location
- Oakland, CA
- Participants
- 26,061
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $738,397,869
- Total liabilities (EOY)
- $307,578,320
- Net assets (EOY)
- $430,819,549
- Employer contributions
- $400,757,286
- Participant contributions
- $30,941,340
- Total income / additions
- $496,122,647
- Benefits paid
- $523,102,908
- Administrative expenses
- $14,517,326
- Total expenses
- $537,620,234
- Net increase / (decrease)
- -$41,497,587
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cfao | SALARIED ADMINISTRATOR | $7,526,034 | not reported in the loaded dataset |
| Blue Cross Of California | NONE | $2,538,271 | not reported in the loaded dataset |
| Delta Dental | NONE | $1,291,301 | not reported in the loaded dataset |
| Hst Technology | NONE | $719,321 | not reported in the loaded dataset |
| Medco Health Solutions | NONE | $677,962 | not reported in the loaded dataset |
| Segal Company | NONE | $236,174 | not reported in the loaded dataset |
| Camden Asset Managment | NONE | $0 | $223,614 |
| Kraw Law Group | NONE | $135,638 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $101,898 | not reported in the loaded dataset |
| Weinberg, Roger And Rosenfeld | NONE | $93,155 | not reported in the loaded dataset |
| Bank Of New York Mellon | NONE | $89,037 | $0 |
| Eide Bailly Llp | NONE | $84,445 | not reported in the loaded dataset |
| Alan Biller Associates | NONE | $63,171 | not reported in the loaded dataset |
| Audax Group | NONE | $30,187 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $0 | $21,903 |
| Boehm & Associates | NONE | $0 | $18,925 |
| Opus Investment Advisors | NONE | $16,507 | not reported in the loaded dataset |
| Invesco | NONE | $8,255 | not reported in the loaded dataset |
| Wagner Law Group | NONE | $7,245 | not reported in the loaded dataset |