Northern California Bakery & Confectionery Health And Welfare Fund — Form 5500 plan (Board Of Trustees, Northern California Bakery &)
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 & Confectionery Health And Welfare Fund is a benefit plan reported by Board Of Trustees, Northern California Bakery & under EIN 94-6203695 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,618 participants and $26,356,516 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Northern California Bakery &
- EIN
- 94-6203695
- Plan number
- 501
- Plan type
- 1
- Location
- Alameda, CA
- Latest filing year
- 2023
- Participants
- 1,618
- End-of-year plan assets
- $26,356,516
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,618 | H, C | 20250217195504NAL0003923760001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,356,516
- Total liabilities (EOY)
- $4,293,590
- Net assets (EOY)
- $22,062,926
- Net assets (BOY)
- $17,096,953
Income & contributions
- Employer contributions
- $23,114,321
- Participant contributions
- $663,956
- Total contributions
- $23,778,277
- Total income / additions
- $24,541,182
Expenses & distributions
- Benefits paid
- $18,680,472
- Administrative expenses
- $894,737
- Total expenses
- $19,575,209
- Net increase / (decrease)
- $4,965,973
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Labor First, LLC | NONE | $832,134 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions, Inc. | NONE | $349,988 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross | NONE | $330,952 | not reported in the loaded dataset | 2023 |
| Zelis Claims Integrity, LLC | NONE | $152,405 | not reported in the loaded dataset | 2023 |
| Healthlinx | NONE | $113,000 | not reported in the loaded dataset | 2023 |
| Delta Dental Of California | NONE | $106,185 | not reported in the loaded dataset | 2023 |
| Innovative Cost Management | NONE | $62,400 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $36,910 | not reported in the loaded dataset | 2023 |
| Teamsters Alcohol Rehabilitation | NONE | $27,497 | not reported in the loaded dataset | 2023 |
| Alan D Biller & Associates Inc | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger & Rosenfield | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Us Bank National Association | NONE | $17,987 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Northern California Bakery &
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Alameda, CA
- Labor First, LLC — Schedule C compensation
- Zenith American Solutions, Inc. — Schedule C compensation
- Anthem Blue Cross — Schedule C compensation
- Zelis Claims Integrity, LLC — Schedule C compensation
- Healthlinx — Schedule C compensation
- Delta Dental Of California — Schedule C compensation
- Innovative Cost Management — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Teamsters Alcohol Rehabilitation — Schedule C compensation
- Alan D Biller & Associates Inc — Schedule C compensation
- Weinberg, Roger & Rosenfield — Schedule C compensation
- Us Bank National Association — Schedule C compensation