North Bay Builders Exchanges, Inc. Health And Welfare Plan — Form 5500 plan (North Bay Builders Exchanges, Inc.)
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, North Bay Builders Exchanges, Inc. Health And Welfare Plan is a benefit plan reported by North Bay Builders Exchanges, Inc. under EIN 45-4745482 and plan number 501. The latest loaded filing year is 2023. The filing reports 192 participants and $2,692,628 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- North Bay Builders Exchanges, Inc.
- EIN
- 45-4745482
- Plan number
- 501
- Plan type
- 2
- Location
- San Rafael, CA
- Latest filing year
- 2023
- Participants
- 192
- End-of-year plan assets
- $2,692,628
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 192 | H, C | 20250106171509NAL0016782034001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,692,628
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,692,628
- Net assets (BOY)
- $3,201,800
Income & contributions
- Employer contributions
- $7,604,435
- Total contributions
- $7,604,435
- Total income / additions
- $7,604,435
Expenses & distributions
- Benefits paid
- $7,568,273
- Administrative expenses
- $545,334
- Total expenses
- $8,113,607
- Net increase / (decrease)
- -$509,172
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kaiser Foundation Health Plan, Inc. | ADMINISTRATOR | $5,195,399 | $0 | 2023 |
| Anthem Blue Cross | CONTRACT ADMINISTRATOR | $1,998,438 | $0 | 2023 |
| Choice Administrators Inc | ADMINISTRATOR | $353,035 | $0 | 2023 |
| American River Benefit Admin | ADMINISTRATOR | $158,433 | $0 | 2023 |
| North Coast Builders Exchange | PARTY-IN-INTEREST | $150,277 | $0 | 2023 |
| Marin Builders Association | PARTY-IN-INTEREST | $116,221 | $0 | 2023 |
| B.E.A.M.S, Inc. | PARTY-IN-INTEREST | $31,731 | $0 | 2023 |
| Blue Cross Of California | CONTRACT ADMINISTRATOR | $26,510 | $0 | 2023 |
| Keith Woods Professional Services | NONE | $23,950 | $0 | 2023 |
| Cliftonlarsonallen, Llp | PARTY-IN-INTEREST | $23,520 | $0 | 2023 |
| Bay Area Builders Exchange | PARTY-IN-INTEREST | $21,799 | $0 | 2023 |
| Vision Service Plan - Ca | ADMINISTRATOR | $21,400 | $0 | 2023 |
| Anthem Blue Cross Life & Health Ins | CONTRACT ADMINISTRATOR | $0 | $17,856 | 2023 |
| Anthem Blue Cross Life & Health Ins | CONTRACT ADMINISTRATOR | $13,831 | $0 | 2023 |
| Moss Adams | AUDITORS | $10,000 | $0 | 2023 |
| Segal Select Insurance Services, In | PARTY-IN-INTEREST | $6,551 | $0 | 2023 |
| Anthem Blue Cross Life & Health Ins | CONTRACT ADMINISTRATOR | $0 | $3,789 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for North Bay Builders Exchanges, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Rafael, CA
- Kaiser Foundation Health Plan, Inc. — Schedule C compensation
- Anthem Blue Cross — Schedule C compensation
- Choice Administrators Inc — Schedule C compensation
- American River Benefit Admin — Schedule C compensation
- North Coast Builders Exchange — Schedule C compensation
- Marin Builders Association — Schedule C compensation
- B.E.A.M.S, Inc. — Schedule C compensation
- Blue Cross Of California — Schedule C compensation
- Keith Woods Professional Services — Schedule C compensation
- Cliftonlarsonallen, Llp — Schedule C compensation
- Bay Area Builders Exchange — Schedule C compensation
- Vision Service Plan - Ca — Schedule C compensation
- Anthem Blue Cross Life & Health Ins — Schedule C compensation
- Moss Adams — Schedule C compensation
- Segal Select Insurance Services, In — Schedule C compensation