Bay Area Automotive Group Welfare Fund — Form 5500 plan (Board Of Trustees Of Bay Area Automotive Group Welfare Fund)
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, Bay Area Automotive Group Welfare Fund is a benefit plan reported by Board Of Trustees Of Bay Area Automotive Group Welfare Fund under EIN 94-6072964 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,252 participants and $35,090,419 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Bay Area Automotive Group Welfare Fund
- EIN
- 94-6072964
- Plan number
- 501
- Plan type
- 1
- Location
- Dublin, CA
- Latest filing year
- 2023
- Participants
- 2,252
- End-of-year plan assets
- $35,090,419
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,252 | H, C | 20250914221420NAL0000641009001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,090,419
- Total liabilities (EOY)
- $2,440,614
- Net assets (EOY)
- $32,649,805
- Net assets (BOY)
- $28,672,634
Income & contributions
- Employer contributions
- $49,670,048
- Participant contributions
- $206,347
- Total contributions
- $49,876,395
- Total income / additions
- $52,195,999
Expenses & distributions
- Benefits paid
- $46,386,987
- Administrative expenses
- $1,831,841
- Total expenses
- $48,218,828
- Net increase / (decrease)
- $3,977,171
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Health Srvcs & Bnft Administrators | NONE | $1,101,810 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, P.C. | NONE | $193,614 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $134,300 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Of California | NONE | $132,536 | not reported in the loaded dataset | 2023 |
| Beeson, Tayer, And Bodine | NONE | $76,400 | not reported in the loaded dataset | 2023 |
| Teamsters Assistance Program | NONE | $56,205 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | NONE | $55,623 | not reported in the loaded dataset | 2023 |
| Premier Access | NONE | $22,790 | not reported in the loaded dataset | 2023 |
| Medexpert | NONE | $14,875 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $0 | $7,052 | 2023 |
| Abbco Printing | NONE | $5,921 | not reported in the loaded dataset | 2023 |
| Tony Delorio | NONE | $5,718 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Bay Area Automotive Group Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Dublin, CA
- Health Srvcs & Bnft Administrators — Schedule C compensation
- Withumsmith+Brown, P.C. — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Anthem Blue Cross Of California — Schedule C compensation
- Beeson, Tayer, And Bodine — Schedule C compensation
- Teamsters Assistance Program — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Premier Access — Schedule C compensation
- Medexpert — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Abbco Printing — Schedule C compensation
- Tony Delorio — Schedule C compensation