District Council 16 Northern California Health & Welfare Trust Fund — Form 5500 plan (District Council 16 Of Northern California Health And Welfare 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, District Council 16 Northern California Health & Welfare Trust Fund is a benefit plan reported by District Council 16 Of Northern California Health And Welfare Trust under EIN 41-2261950 and plan number 501. The latest loaded filing year is 2023. The filing reports 6,913 participants and $242,664,639 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- District Council 16 Of Northern California Health And Welfare Trust
- EIN
- 41-2261950
- Plan number
- 501
- Plan type
- 1
- Location
- Dublin, CA
- Latest filing year
- 2023
- Participants
- 6,913
- End-of-year plan assets
- $242,664,639
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,913 | H, C | 20241014122522NAL0052228082001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $242,664,639
- Total liabilities (EOY)
- $6,122,233
- Net assets (EOY)
- $236,542,406
- Net assets (BOY)
- $217,367,923
Income & contributions
- Employer contributions
- $117,895,049
- Participant contributions
- $5,722,007
- Total contributions
- $123,617,056
- Total income / additions
- $144,153,189
Expenses & distributions
- Benefits paid
- $119,562,933
- Administrative expenses
- $5,415,773
- Total expenses
- $124,978,706
- Net increase / (decrease)
- $19,174,483
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Health Services And Benefit Admin | NONE | $2,102,017 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $1,006,423 | not reported in the loaded dataset | 2023 |
| Saltzman & Johnson | NONE | $541,168 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross | NONE | $499,291 | not reported in the loaded dataset | 2023 |
| Graystone Consulting/Morgan Stanley | NONE | $416,002 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $399,906 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $245,613 | not reported in the loaded dataset | 2023 |
| Medexpert International, Inc. | NONE | $216,734 | not reported in the loaded dataset | 2023 |
| Beat-It Program Inc | NONE | $154,496 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $55,484 | not reported in the loaded dataset | 2023 |
| Rsp Printing | NONE | $27,116 | not reported in the loaded dataset | 2023 |
| Iron Mountain | NONE | $14,289 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $0 | $7,462 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for District Council 16 Of Northern California Health And Welfare Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Dublin, CA
- Health Services And Benefit Admin — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Saltzman & Johnson — Schedule C compensation
- Anthem Blue Cross — Schedule C compensation
- Graystone Consulting/Morgan Stanley — Schedule C compensation
- Delta Dental — Schedule C compensation
- The Segal Company — Schedule C compensation
- Medexpert International, Inc. — Schedule C compensation
- Beat-It Program Inc — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Rsp Printing — Schedule C compensation
- Iron Mountain — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation