Northern California Plasterers Health And Welfare Trust Fund — Form 5500 plan (Board Of Trustees Northern Calif. Plasterers Health And Welfare 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, Northern California Plasterers Health And Welfare Trust Fund is a benefit plan reported by Board Of Trustees Northern Calif. Plasterers Health And Welfare Trust under EIN 94-6251593 and plan number 501. The latest loaded filing year is 2023. The filing reports 575 participants and $25,359,689 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Northern Calif. Plasterers Health And Welfare Trust
- EIN
- 94-6251593
- Plan number
- 501
- Plan type
- 1
- Location
- Dublin, CA
- Latest filing year
- 2023
- Participants
- 575
- End-of-year plan assets
- $25,359,689
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 575 | H, C | 20250415134449NAL0003381457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,359,689
- Total liabilities (EOY)
- $2,007,222
- Net assets (EOY)
- $23,352,467
- Net assets (BOY)
- $22,448,535
Income & contributions
- Employer contributions
- $10,386,200
- Participant contributions
- $528,930
- Total contributions
- $10,915,130
- Total income / additions
- $12,485,215
Expenses & distributions
- Benefits paid
- $10,928,774
- Administrative expenses
- $652,509
- Total expenses
- $11,581,283
- Net increase / (decrease)
- $903,932
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Health Services & Benefit Administr | NONE | $213,146 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $146,083 | not reported in the loaded dataset | 2023 |
| The Segal Co (Western States), Inc. | NONE | $104,605 | not reported in the loaded dataset | 2023 |
| Sei Investments | NONE | $47,905 | $0 | 2023 |
| Basic Benefits LLC | NONE | $44,495 | not reported in the loaded dataset | 2023 |
| Kraw Law Group, Apc. | NONE | $32,035 | not reported in the loaded dataset | 2023 |
| Neyhart Anderson Flynn & Grosboll | NONE | $31,494 | not reported in the loaded dataset | 2023 |
| Delta Dental Of California | NONE | $18,100 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $10,266 | not reported in the loaded dataset | 2023 |
| Us Bank National Association | NONE | $7,886 | not reported in the loaded dataset | 2023 |
| Nancy Brinkerhoff | EMPLOYEE | $5,079 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Northern Calif. Plasterers Health And Welfare Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Dublin, CA
- Health Services & Benefit Administr — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- The Segal Co (Western States), Inc. — Schedule C compensation
- Sei Investments — Schedule C compensation
- Basic Benefits LLC — Schedule C compensation
- Kraw Law Group, Apc. — Schedule C compensation
- Neyhart Anderson Flynn & Grosboll — Schedule C compensation
- Delta Dental Of California — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Us Bank National Association — Schedule C compensation
- Nancy Brinkerhoff — Schedule C compensation