California Nurses Association Benefit Trust — Form 5500 plan (Board Of Trustees Of California Nurses Association Benefit Trust)
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 Nurses Association Benefit Trust is a benefit plan reported by Board Of Trustees Of California Nurses Association Benefit Trust under EIN 94-3155322 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,296 participants and $3,644,922 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of California Nurses Association Benefit Trust
- EIN
- 94-3155322
- Plan number
- 501
- Plan type
- 1
- Location
- Dublin, CA
- Latest filing year
- 2023
- Participants
- 3,296
- End-of-year plan assets
- $3,644,922
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,296 | H, C | 20260227133500NAL0000176579001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,644,922
- Total liabilities (EOY)
- $241,086
- Net assets (EOY)
- $3,403,836
- Net assets (BOY)
- $3,194,804
Income & contributions
- Employer contributions
- $3,285,839
- Participant contributions
- $99,083
- Total contributions
- $3,384,922
- Total income / additions
- $3,549,405
Expenses & distributions
- Benefits paid
- $3,034,712
- Administrative expenses
- $305,661
- Total expenses
- $3,340,373
- Net increase / (decrease)
- $209,032
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hs&Ba | NONE | $252,014 | not reported in the loaded dataset | 2023 |
| Creative Planning | NONE | $13,967 | not reported in the loaded dataset | 2023 |
| Henningfield & Associates,Inc | NONE | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of California Nurses Association Benefit Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Dublin, CA
- Hs&Ba — Schedule C compensation
- Creative Planning — Schedule C compensation
- Henningfield & Associates,Inc — Schedule C compensation