Health Care Employees/Employer Dental And Medical Trust — Form 5500 plan (Board Of Trustees, Health Care Employees/Employer)
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, Health Care Employees/Employer Dental And Medical Trust is a benefit plan reported by Board Of Trustees, Health Care Employees/Employer under EIN 94-2356343 and plan number 501. The latest loaded filing year is 2023. The filing reports 25,836 participants and $56,853,646 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Health Care Employees/Employer
- EIN
- 94-2356343
- Plan number
- 501
- Plan type
- 1
- Location
- Dublin, CA
- Latest filing year
- 2023
- Participants
- 25,836
- End-of-year plan assets
- $56,853,646
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 25,836 | H, C | 20241015232506NAL0029862561001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,853,646
- Total liabilities (EOY)
- $53,919,790
- Net assets (EOY)
- $2,933,856
- Net assets (BOY)
- $4,857,655
Income & contributions
- Employer contributions
- $194,169,512
- Participant contributions
- $5,009,065
- Total contributions
- $199,178,577
- Total income / additions
- $199,464,857
Expenses & distributions
- Benefits paid
- $198,315,280
- Administrative expenses
- $3,073,376
- Total expenses
- $201,388,656
- Net increase / (decrease)
- -$1,923,799
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dublin Insurance Services, Inc. | NONE | $2,598,193 | $0 | 2023 |
| Aabco Printing | NONE | $138,137 | $0 | 2023 |
| Refined Technologies, Inc. | NONE | $60,750 | $0 | 2023 |
| Weinberg, Roger, & Rosenfeld | NONE | $60,275 | $0 | 2023 |
| Rael & Letson | NONE | $32,700 | $0 | 2023 |
| Miller Kaplan Arase Llp | NONE | $30,000 | $0 | 2023 |
| Kemper Systems, Inc. | NONE | $25,000 | $0 | 2023 |
| Bri Cobra, Inc. | NONE | $12,398 | $0 | 2023 |
| Corodata | NONE | $12,321 | $0 | 2023 |
| Kraw & Kraw | NONE | $9,080 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Health Care Employees/Employer
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Dublin, CA
- Dublin Insurance Services, Inc. — Schedule C compensation
- Aabco Printing — Schedule C compensation
- Refined Technologies, Inc. — Schedule C compensation
- Weinberg, Roger, & Rosenfeld — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Kemper Systems, Inc. — Schedule C compensation
- Bri Cobra, Inc. — Schedule C compensation
- Corodata — Schedule C compensation
- Kraw & Kraw — Schedule C compensation