Cal Neca Health Trust — Form 5500 plan (Board Of Trustees, Cal Neca)
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, Cal Neca Health Trust is a benefit plan reported by Board Of Trustees, Cal Neca under EIN 94-2442039 and plan number 501. The latest loaded filing year is 2023. The filing reports 270 participants and $1,704,414 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Cal Neca
- EIN
- 94-2442039
- Plan number
- 501
- Plan type
- 3
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 270
- End-of-year plan assets
- $1,704,414
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 270 | H, C | 20250509044258NAL0013416529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,704,414
- Total liabilities (EOY)
- $568,486
- Net assets (EOY)
- $1,135,928
- Net assets (BOY)
- $1,091,571
Income & contributions
- Employer contributions
- $6,350,424
- Participant contributions
- $319,587
- Total contributions
- $6,670,011
- Total income / additions
- $6,676,290
Expenses & distributions
- Benefits paid
- $6,560,498
- Administrative expenses
- $71,435
- Total expenses
- $6,631,933
- Net increase / (decrease)
- $44,357
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Administrative Services | NONE | $41,100 | not reported in the loaded dataset | 2023 |
| Ineich & Company, Llp | NONE | $11,500 | not reported in the loaded dataset | 2023 |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $5,496 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Cal Neca
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- United Administrative Services — Schedule C compensation
- Ineich & Company, Llp — Schedule C compensation
- Neyhart, Anderson, Flynn & Grosboll — Schedule C compensation