Blue And Gold Automotive Trust Fund Welfare Benefit — Form 5500 plan (Automotive Benefit Association)
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, Blue And Gold Automotive Trust Fund Welfare Benefit is a benefit plan reported by Automotive Benefit Association under EIN 30-6591799 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,233 participants and $1,870,395 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Automotive Benefit Association
- EIN
- 30-6591799
- Plan number
- 501
- Plan type
- 3
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 2,233
- End-of-year plan assets
- $1,870,395
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,233 | H, C | 20241014213752NAL0028323665002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,870,395
- Total liabilities (EOY)
- $1,008,632
- Net assets (EOY)
- $861,763
- Net assets (BOY)
- $677,916
Income & contributions
- Employer contributions
- $23,610,255
- Participant contributions
- $75,163
- Total contributions
- $23,685,418
- Total income / additions
- $23,685,418
Expenses & distributions
- Benefits paid
- $21,253,727
- Administrative expenses
- $2,247,844
- Total expenses
- $23,501,571
- Net increase / (decrease)
- $183,847
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Napa Insurance Center | N/A | $904,777 | not reported in the loaded dataset | 2023 |
| Trust Benefit Consultants | N/A | $611,026 | not reported in the loaded dataset | 2023 |
| Polycomp Administration Services | PLAN ADMINISTRATOR | $371,081 | not reported in the loaded dataset | 2023 |
| Wolds Law Group | N/A | $129,073 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | N/A | $43,576 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Automotive Benefit Association
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Napa Insurance Center — Schedule C compensation
- Trust Benefit Consultants — Schedule C compensation
- Polycomp Administration Services — Schedule C compensation
- Wolds Law Group — Schedule C compensation
- Moss Adams Llp — Schedule C compensation