California Winery Workers Pension Plan Trust — Form 5500 plan (California Winery Workers Pension Plan 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 Winery Workers Pension Plan Trust is a benefit plan reported by California Winery Workers Pension Plan Trust under EIN 94-6082915 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,425 participants and $24,347,475 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Winery Workers Pension Plan Trust
- EIN
- 94-6082915
- Plan number
- 001
- Plan type
- 1
- Location
- Fresno, CA
- Latest filing year
- 2023
- Participants
- 4,425
- End-of-year plan assets
- $24,347,475
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,425 | H, C | 20241015185819NAL0030693841005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,347,475
- Total liabilities (EOY)
- $41,851,548
- Net assets (EOY)
- -$17,504,073
- Net assets (BOY)
- $7,897,703
Income & contributions
- Total contributions
- -$4,859,412
- Total income / additions
- -$4,859,396
Expenses & distributions
- Benefits paid
- $17,236,625
- Administrative expenses
- $814,674
- Total expenses
- $20,542,380
- Net increase / (decrease)
- -$25,401,776
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Administration Corporation | NONE | $285,071 | not reported in the loaded dataset | 2023 |
| Kraw Law Group | NONE | $37,166 | not reported in the loaded dataset | 2023 |
| Eide Bailly, Llp | NONE | $32,000 | not reported in the loaded dataset | 2023 |
| Cherion | NONE | $31,677 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $0 | $12,090 | 2023 |
| Union Bank | NONE | $6,836 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for California Winery Workers Pension Plan Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fresno, CA
- Benefit Administration Corporation — Schedule C compensation
- Kraw Law Group — Schedule C compensation
- Eide Bailly, Llp — Schedule C compensation
- Cherion — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Union Bank — Schedule C compensation