2023 Form 5500 filing — Pacific Service Employees Member Disability 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 20251023022041NAL0001323539001) for Pacific Service Employees Member Disability Plan, reported by Board Of Directors Of Pacific Service Employees under EIN 94-6091959 and plan number 501. It reports 2,266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251023022041NAL0001323539001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Directors Of Pacific Service Employees
- EIN
- 94-6091959
- Plan number
- 501
- Location
- Concord, CA
- Participants
- 2,266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,659,077
- Total liabilities (EOY)
- $132,352
- Net assets (EOY)
- $2,526,725
- Employer contributions
- $230,513
- Total income / additions
- $302,566
- Benefits paid
- $151,758
- Administrative expenses
- $217,645
- Total expenses
- $369,403
- Net increase / (decrease)
- -$66,837
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Service Employees Assoc. | SPONSORING ORGANIZATION | $176,495 | not reported in the loaded dataset |
| Lnb Accounting | INDEPENDENT AUDITORS | $30,096 | not reported in the loaded dataset |
| Erisa Smart | INDEPENDENT FIDUCIARY | $7,750 | not reported in the loaded dataset |