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 504. The latest loaded filing year is 2023. The filing reports 10 participants and $1,390 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.4KPlan net assets, end of year$1,390
Participants10Covered participants reported
Assets / participant$139Computed: assets ÷ participants$139 (computed)
Provider compensationNone reported
Plan sponsor
Benefits Plus Trust Fund Welfare Benefit Plan
EIN
33-6162794
Plan number
504
Plan type
3
Location
San Diego, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202310I20250115140017NAL0034357344004
Schedule I · 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)$1.4K total assets
Net assets$1.4KLiabilities$0
Money in vs. money out
Total income / additions$85.3K
Total expenses$85.3K
Benefits paid / distributions$85.3K
Contributions
Employer$85.3K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$1,390
Total liabilities (EOY)
$0
Net assets (EOY)
$1,390
Net assets (BOY)
$1,390

Income & contributions

Employer contributions
$85,316
Total income / additions
$85,316

Expenses & distributions

Benefits paid
$85,316
Total expenses
$85,316
Net increase / (decrease)
$0
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 assets6138%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