Plan5500

The Contractors Plan Trust Health Reimbursement — Form 5500 plan (Nfi California Cartage Holding Comp)

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, The Contractors Plan Trust Health Reimbursement is a benefit plan reported by Nfi California Cartage Holding Comp under EIN 82-2307817 and plan number 503. The latest loaded filing year is 2023. The filing reports 177 participants and $431,760 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nfi California Cartage Holding Comp
EIN
82-2307817
Plan number
503
Plan type
2
Location
Long Beach, CA
Latest filing year
2023
Participants
177
End-of-year plan assets
$431,760

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023177H, C20241011105706NAL0043406962001
2023196H, C20250326065251NAL0011174595001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$381,909
Total liabilities (EOY)
$0
Net assets (EOY)
$381,909
Net assets (BOY)
$233,170

Income & contributions

Employer contributions
$259,116
Total contributions
$259,116
Total income / additions
$259,116

Expenses & distributions

Benefits paid
$79,345
Administrative expenses
$31,032
Total expenses
$110,377
Net increase / (decrease)
$148,739

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fringe Benefit GroupRECORDKEEPER$31,032not reported in the loaded dataset2023
Fringe Benefit GroupRECORDKEEPER$26,882not reported in the loaded dataset2023

Related Form 5500 pages