Benefits Plus Trust Fund Welfare Benefit Plan — Form 5500 plan (Benefits Plus Trust Fund Welfare Benefit Plan)

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, Benefits Plus Trust Fund Welfare Benefit Plan is a benefit plan reported by Benefits Plus Trust Fund Welfare Benefit Plan under EIN 33-6162794 and plan number 503. The latest loaded filing year is 2023. The filing reports 570 participants and $115,857 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$18.5KPlan net assets, end of year$18,471
Participants570Covered participants reported
Assets / participant$203Computed: assets ÷ participants$203 (computed)
Provider compensationNone reported
Plan sponsor
Benefits Plus Trust Fund Welfare Benefit Plan
EIN
33-6162794
Plan number
503
Plan type
3
Location
San Diego, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023570H20250115110350NAL0011718387003
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$115.9K total assets
Net assets$18.5KLiabilities$97.4K
Money in vs. money out
Total income / additions$2.7M
Total expenses$2.7M
Benefits paid / distributions$2.7M
Contributions
Employer$2.6M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$115,857
Total liabilities (EOY)
$97,386
Net assets (EOY)
$18,471
Net assets (BOY)
$16,322

Income & contributions

Employer contributions
$2,606,863
Total contributions
$2,606,863
Total income / additions
$2,718,201

Expenses & distributions

Benefits paid
$2,716,052
Total expenses
$2,716,052
Net increase / (decrease)
$2,149
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets14704%Computed ratio
Benefits paid ÷ total income100%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages