Abc Of Southern California Benefit Trust Fund Welfare Benefit Plan — Form 5500 plan (Associated Builders & Contractors Of Southern California Benefit 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, Abc Of Southern California Benefit Trust Fund Welfare Benefit Plan is a benefit plan reported by Associated Builders & Contractors Of Southern California Benefit Trust under EIN 33-6227695 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,218 participants and $6,156,065 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Associated Builders & Contractors Of Southern California Benefit Trust
- EIN
- 33-6227695
- Plan number
- 501
- Plan type
- 3
- Location
- Anaheim, CA
- Latest filing year
- 2023
- Participants
- 2,218
- End-of-year plan assets
- $6,156,065
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,218 | H, C | 20241010155512NAL0020479905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,156,065
- Total liabilities (EOY)
- $4,215,485
- Net assets (EOY)
- $1,940,580
- Net assets (BOY)
- $2,006,337
Income & contributions
- Employer contributions
- $23,536,737
- Participant contributions
- $103,846
- Total contributions
- $23,640,583
- Total income / additions
- $24,263,979
Expenses & distributions
- Benefits paid
- $22,259,513
- Administrative expenses
- $2,070,223
- Total expenses
- $24,329,736
- Net increase / (decrease)
- -$65,757
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Polycomp Administrative Services | THIRD PARTY ADMINISTRATOR | $633,153 | not reported in the loaded dataset | 2023 |
| Wolds Law Group | TRUST ATTORNEY | $190,661 | not reported in the loaded dataset | 2023 |
| Jhs Cpas, Llp | TRUST ACCOUNTANTS | $31,535 | not reported in the loaded dataset | 2023 |
| Abc Of Southern California, Inc | PLAN SPONSOR/ADMIN FEES | $16,103 | not reported in the loaded dataset | 2023 |
| Platform Cpas Llp | TRUST ACCOUNTANTS | $15,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Associated Builders & Contractors Of Southern California Benefit Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Anaheim, CA
- Polycomp Administrative Services — Schedule C compensation
- Wolds Law Group — Schedule C compensation
- Jhs Cpas, Llp — Schedule C compensation
- Abc Of Southern California, Inc — Schedule C compensation
- Platform Cpas Llp — Schedule C compensation