2023 Form 5500 filing — Bakers Health And Welfare Fund
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 20251204112137NAL0002097473001) for Bakers Health And Welfare Fund, reported by Board Of Trustees-Bakers Health And Welfare Fund under EIN 94-6093929 and plan number 501. It reports 819 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251204112137NAL0002097473001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees-Bakers Health And Welfare Fund
- EIN
- 94-6093929
- Plan number
- 501
- Location
- Alameda, CA
- Participants
- 819
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,118,110
- Total liabilities (EOY)
- $423,721
- Net assets (EOY)
- $10,694,389
- Employer contributions
- $13,001,022
- Participant contributions
- $327,863
- Total income / additions
- $14,175,783
- Benefits paid
- $13,033,966
- Administrative expenses
- $552,662
- Total expenses
- $13,586,628
- Net increase / (decrease)
- $589,155
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions, Inc. | NONE | $244,773 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $86,815 | not reported in the loaded dataset |
| Innovative Cost Management Services | NONE | $54,000 | not reported in the loaded dataset |
| City National Bank | NONE | $49,157 | not reported in the loaded dataset |
| Saltzman & Johnson Law Corporation | NONE | $41,982 | not reported in the loaded dataset |
| Healthlinx, LLC | NONE | $30,400 | not reported in the loaded dataset |
| Optum Rx Inc. | NONE | $12,854 | $1,423 |