Plan5500

Pacific Service Employees Member Disability Plan — Form 5500 plan (Board Of Directors Of Pacific Service Employees)

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, Pacific Service Employees Member Disability Plan is a benefit plan reported by Board Of Directors Of Pacific Service Employees under EIN 94-6091959 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,266 participants and $2,659,077 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Directors Of Pacific Service Employees
EIN
94-6091959
Plan number
501
Plan type
2
Location
Concord, CA
Latest filing year
2023
Participants
2,266
End-of-year plan assets
$2,659,077

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,266H, C20251023022041NAL0001323539001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,659,077
Total liabilities (EOY)
$132,352
Net assets (EOY)
$2,526,725
Net assets (BOY)
$2,593,562

Income & contributions

Employer contributions
$230,513
Total contributions
$230,513
Total income / additions
$302,566

Expenses & distributions

Benefits paid
$151,758
Administrative expenses
$217,645
Total expenses
$369,403
Net increase / (decrease)
-$66,837

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pacific Service Employees Assoc.SPONSORING ORGANIZATION$176,495not reported in the loaded dataset2023
Lnb AccountingINDEPENDENT AUDITORS$30,096not reported in the loaded dataset2023
Erisa SmartINDEPENDENT FIDUCIARY$7,750not reported in the loaded dataset2023

Related Form 5500 pages