Ccsa Employee Benefit Welfare Trust Dba Charterlife C/O Brms — Form 5500 plan (California Charter Schools Ewbt)
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, Ccsa Employee Benefit Welfare Trust Dba Charterlife C/O Brms is a benefit plan reported by California Charter Schools Ewbt under EIN 61-6357929 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,079 participants and $3,032,638 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Charter Schools Ewbt
- EIN
- 61-6357929
- Plan number
- 501
- Plan type
- 3
- Location
- Folsom, CA
- Latest filing year
- 2023
- Participants
- 2,079
- End-of-year plan assets
- $3,032,638
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,079 | H, C | 20250708093850NAL0010884674002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,032,638
- Total liabilities (EOY)
- $200,257
- Net assets (EOY)
- $2,832,381
- Net assets (BOY)
- $4,891,390
Income & contributions
- Employer contributions
- $18,571,003
- Total contributions
- $18,571,003
- Total income / additions
- $18,616,277
Expenses & distributions
- Benefits paid
- $19,102,722
- Administrative expenses
- $1,572,564
- Total expenses
- $20,675,286
- Net increase / (decrease)
- -$2,059,009
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dickerson Employee Benefits | BROKER & CONSULTANT | $330,245 | not reported in the loaded dataset | 2023 |
| Benefit & Risk Management | THIRD PARTY ADMINISTRATOR | $324,606 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Life & Health Ins | INSURANCE COMPANY | $76,391 | not reported in the loaded dataset | 2023 |
| Axene Health Partners LLC | ACTUARIAL CONSULTANT | $48,000 | not reported in the loaded dataset | 2023 |
| Ca Charter Schools Conference | MARKETING | $40,476 | not reported in the loaded dataset | 2023 |
| Singerlewak Llp | TAX AND AUDIT | $35,020 | not reported in the loaded dataset | 2023 |
| Buchalter | LEGAL | $33,092 | not reported in the loaded dataset | 2023 |
| Paychex | PAYROLL SERVICES | $25,299 | not reported in the loaded dataset | 2023 |
| Branche Jones | CONSULTANT | $25,200 | not reported in the loaded dataset | 2023 |
| Natashay Starr | CONSULTANT | $12,000 | not reported in the loaded dataset | 2023 |
| Alcala Consulting, Inc. | CONSULTANT | $11,029 | not reported in the loaded dataset | 2023 |
| Teague Insurance Agency, Inc | INSURANCE COMPANY | $7,338 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for California Charter Schools Ewbt
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Folsom, CA
- Dickerson Employee Benefits — Schedule C compensation
- Benefit & Risk Management — Schedule C compensation
- Anthem Blue Cross Life & Health Ins — Schedule C compensation
- Axene Health Partners LLC — Schedule C compensation
- Ca Charter Schools Conference — Schedule C compensation
- Singerlewak Llp — Schedule C compensation
- Buchalter — Schedule C compensation
- Paychex — Schedule C compensation
- Branche Jones — Schedule C compensation
- Natashay Starr — Schedule C compensation
- Alcala Consulting, Inc. — Schedule C compensation
- Teague Insurance Agency, Inc — Schedule C compensation