San Diego County Teamsters - Employers Insurance Trust — Form 5500 plan (San Diego County Teamsters - Employers Insurance Trust)
Plain-English plan 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, San Diego County Teamsters - Employers Insurance Trust is a benefit plan reported by San Diego County Teamsters - Employers Insurance Trust under EIN 23-7243412 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,954 participants and $18,438,682 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Diego County Teamsters - Employers Insurance Trust
- EIN
- 23-7243412
- Plan number
- 501
- Plan type
- 1
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 1,954
- End-of-year plan assets
- $18,438,682
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,954 | H, C | 20250112110627NAL0034630194001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,438,682
- Total liabilities (EOY)
- $3,606,277
- Net assets (EOY)
- $14,832,405
- Net assets (BOY)
- $11,339,102
Income & contributions
- Employer contributions
- $28,645,210
- Participant contributions
- $15,873
- Total contributions
- $28,661,083
- Total income / additions
- $29,634,097
Expenses & distributions
- Benefits paid
- $25,328,906
- Administrative expenses
- $811,888
- Total expenses
- $26,140,794
- Net increase / (decrease)
- $3,493,303
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys Administrators | NONE | $414,578 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $70,800 | not reported in the loaded dataset | 2023 |
| Carmel Capital | NONE | $49,262 | $59 | 2023 |
| Law Offices Of Richard Prochazka | NONE | $45,840 | not reported in the loaded dataset | 2023 |
| Henningfield & Associates | NONE | $40,655 | not reported in the loaded dataset | 2023 |
| First Dental Health | NONE | $39,665 | not reported in the loaded dataset | 2023 |
| California Bank & Trust | NONE | $18,311 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for San Diego County Teamsters - Employers Insurance Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Benesys Administrators — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Carmel Capital — Schedule C compensation
- Law Offices Of Richard Prochazka — Schedule C compensation
- Henningfield & Associates — Schedule C compensation
- First Dental Health — Schedule C compensation
- California Bank & Trust — Schedule C compensation