California Association Of Golf And Private Clubs Welfare Benefit Trust — Form 5500 plan (Trustees Of California Assoc. Of Golf And Private Clubs Welfare)
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, California Association Of Golf And Private Clubs Welfare Benefit Trust is a benefit plan reported by Trustees Of California Assoc. Of Golf And Private Clubs Welfare under EIN 81-6716859 and plan number 501. The latest loaded filing year is 2023. The filing reports 28,177 participants and $713,297 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of California Assoc. Of Golf And Private Clubs Welfare
- EIN
- 81-6716859
- Plan number
- 501
- Plan type
- 3
- Location
- Diablo, CA
- Latest filing year
- 2023
- Participants
- 28,177
- End-of-year plan assets
- $713,297
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 28,177 | H, C | 20241010163654NAL0010269219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $713,297
- Total liabilities (EOY)
- $635,334
- Net assets (EOY)
- $77,963
- Net assets (BOY)
- $37,526
Income & contributions
- Employer contributions
- $116,192,846
- Participant contributions
- $920,114
- Total contributions
- $117,112,960
- Total income / additions
- $117,139,205
Expenses & distributions
- Benefits paid
- $100,843,016
- Administrative expenses
- $16,255,752
- Total expenses
- $117,098,768
- Net increase / (decrease)
- $40,437
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Acrisure, LLC | NONE | $15,530,363 | not reported in the loaded dataset | 2023 |
| Employee Benefit Specialist | NONE | $725,389 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $0 | $18,500 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of California Assoc. Of Golf And Private Clubs Welfare
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Diablo, CA
- Acrisure, LLC — Schedule C compensation
- Employee Benefit Specialist — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation