Associated General Contractors Of America San Diego Chapter Inc Health & Welfare Trust Fund — Form 5500 plan (Trustees Of The Agc Of America Sd Chapter Inc - Health & Welfare)
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, Associated General Contractors Of America San Diego Chapter Inc Health & Welfare Trust Fund is a benefit plan reported by Trustees Of The Agc Of America Sd Chapter Inc - Health & Welfare under EIN 33-0078759 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,711 participants and $5,199,038 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Agc Of America Sd Chapter Inc - Health & Welfare
- EIN
- 33-0078759
- Plan number
- 501
- Plan type
- 3
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 1,711
- End-of-year plan assets
- $5,199,038
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,711 | H, C | 20241213160232NAL0013883633001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,199,038
- Total liabilities (EOY)
- $1,784,640
- Net assets (EOY)
- $3,414,398
- Net assets (BOY)
- $2,270,856
Income & contributions
- Employer contributions
- $21,153,665
- Participant contributions
- $38,587
- Total contributions
- $21,192,252
- Total income / additions
- $21,669,071
Expenses & distributions
- Benefits paid
- $19,188,583
- Administrative expenses
- $1,336,946
- Total expenses
- $20,525,529
- Net increase / (decrease)
- $1,143,542
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| West Coast Group Benefits | N/A | $799,483 | not reported in the loaded dataset | 2023 |
| Polycomp Administration Services | PLAN ADMINISTRATOR | $283,174 | not reported in the loaded dataset | 2023 |
| Wolds Law Group | N/A | $111,610 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | N/A | $77,466 | not reported in the loaded dataset | 2023 |
| Wagner Law Group | N/A | $23,957 | not reported in the loaded dataset | 2023 |
| Iron Mountain | N/A | $12,131 | not reported in the loaded dataset | 2023 |
| Clelland And Company Inc | N/A | $10,436 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Agc Of America Sd Chapter Inc - Health & Welfare
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- West Coast Group Benefits — Schedule C compensation
- Polycomp Administration Services — Schedule C compensation
- Wolds Law Group — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Wagner Law Group — Schedule C compensation
- Iron Mountain — Schedule C compensation
- Clelland And Company Inc — Schedule C compensation