Insurance And Benefits Trust Of The Porac - Non-Safety — Form 5500 plan (Insurance And Benefits Trust Of The Porac - Non-Safety)

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, Insurance And Benefits Trust Of The Porac - Non-Safety is a benefit plan reported by Insurance And Benefits Trust Of The Porac - Non-Safety under EIN 68-6068469 and plan number 502. The latest loaded filing year is 2023. The filing reports 3,947 participants and $988,748 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Insurance And Benefits Trust Of The Porac - Non-Safety
EIN
68-6068469
Plan number
502
Plan type
1
Location
Sacramento, CA
Latest filing year
2023
Participants
3,947
End-of-year plan assets
$988,748

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,947H, C20241015182310NAL0030616961001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$988,748
Total liabilities (EOY)
$168,158
Net assets (EOY)
$820,590
Net assets (BOY)
$825,721

Income & contributions

Employer contributions
$68,071
Participant contributions
$299,806
Total contributions
$367,877
Total income / additions
$448,042

Expenses & distributions

Benefits paid
$308,691
Administrative expenses
$144,482
Total expenses
$453,173
Net increase / (decrease)
-$5,131

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ibt Health PlanRELATED PLAN$53,959not reported in the loaded dataset2023
Myers-Stevens Toohey & Co IncNONE$28,038not reported in the loaded dataset2023
Eide BaillyNONE$17,427not reported in the loaded dataset2023
The Segal CompanyNONE$10,312not reported in the loaded dataset2023

Related Form 5500 pages