Northern California Bakery Drivers' Security Fund — Form 5500 plan (Board Of Trustees Of No. Ca Bakery Drivers' Security 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, Northern California Bakery Drivers' Security Fund is a benefit plan reported by Board Of Trustees Of No. Ca Bakery Drivers' Security Fund under EIN 94-6073089 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,334 participants and $28,556,018 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of No. Ca Bakery Drivers' Security Fund
- EIN
- 94-6073089
- Plan number
- 501
- Plan type
- 1
- Location
- Alameda, CA
- Latest filing year
- 2023
- Participants
- 1,334
- End-of-year plan assets
- $28,556,018
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,334 | H, C | 20250715190938NAL0001534995001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,556,018
- Total liabilities (EOY)
- $1,480,748
- Net assets (EOY)
- $27,075,270
- Net assets (BOY)
- $27,041,844
Income & contributions
- Employer contributions
- $16,546,284
- Participant contributions
- $1,599,495
- Total contributions
- $18,145,779
- Total income / additions
- $24,201,169
Expenses & distributions
- Benefits paid
- $23,039,246
- Administrative expenses
- $1,128,497
- Total expenses
- $24,167,743
- Net increase / (decrease)
- $33,426
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $479,008 | not reported in the loaded dataset | 2023 |
| Anthem, Inc. | NONE | $120,153 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $106,820 | not reported in the loaded dataset | 2023 |
| Zelis Claims Integrity, LLC | NONE | $100,585 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $76,586 | not reported in the loaded dataset | 2023 |
| Delta Dental Of California | NONE | $53,810 | not reported in the loaded dataset | 2023 |
| Beeson, Tayer & Bodine, Apc | NONE | $32,792 | not reported in the loaded dataset | 2023 |
| Alan Biller And Associates | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Iron Mountain | NONE | $29,456 | not reported in the loaded dataset | 2023 |
| Reich, Adell & Cvitan, A Plc | NONE | $24,173 | not reported in the loaded dataset | 2023 |
| Teamsters Assistance Program | NONE | $19,525 | not reported in the loaded dataset | 2023 |
| Optum Rx, Inc. | NONE | $8,721 | $2,871 | 2023 |
| City National Bank | NONE | $10,967 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $6,615 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of No. Ca Bakery Drivers' Security Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Alameda, CA
- Zenith American Solutions — Schedule C compensation
- Anthem, Inc. — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Zelis Claims Integrity, LLC — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Delta Dental Of California — Schedule C compensation
- Beeson, Tayer & Bodine, Apc — Schedule C compensation
- Alan Biller And Associates — Schedule C compensation
- Iron Mountain — Schedule C compensation
- Reich, Adell & Cvitan, A Plc — Schedule C compensation
- Teamsters Assistance Program — Schedule C compensation
- Optum Rx, Inc. — Schedule C compensation
- City National Bank — Schedule C compensation
- Vision Service Plan — Schedule C compensation