Joint Benefit Trust — Form 5500 plan (Board Of Trustees Of Joint Benefit 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, Joint Benefit Trust is a benefit plan reported by Board Of Trustees Of Joint Benefit Trust under EIN 94-6284253 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,484 participants and $59,173,548 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Joint Benefit Trust
- EIN
- 94-6284253
- Plan number
- 501
- Plan type
- 1
- Location
- Dublin, CA
- Latest filing year
- 2023
- Participants
- 4,484
- End-of-year plan assets
- $59,173,548
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,484 | H, C | 20250217185621NAL0002271905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,173,548
- Total liabilities (EOY)
- $7,223,389
- Net assets (EOY)
- $51,950,159
- Net assets (BOY)
- $54,357,456
Income & contributions
- Employer contributions
- $39,954,414
- Participant contributions
- $395,940
- Total contributions
- $40,350,354
- Total income / additions
- $47,943,877
Expenses & distributions
- Benefits paid
- $45,528,390
- Administrative expenses
- $4,822,784
- Total expenses
- $50,351,174
- Net increase / (decrease)
- -$2,407,297
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Health Services & Benefit Admin Inc | NONE | $3,088,626 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Of California | NONE | $548,060 | not reported in the loaded dataset | 2023 |
| Health Services Foundation | NONE | $281,000 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $177,521 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $135,000 | not reported in the loaded dataset | 2023 |
| Beeson, Tayer & Bodine, Apc | NONE | $78,566 | not reported in the loaded dataset | 2023 |
| Healthcare Strategies | NONE | $58,404 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $51,996 | not reported in the loaded dataset | 2023 |
| Trucker Huss, Apc | NONE | $49,326 | not reported in the loaded dataset | 2023 |
| Teamsters Asst. Reb. Plan | NONE | $41,972 | not reported in the loaded dataset | 2023 |
| Arrin Consulting | NONE | $19,059 | not reported in the loaded dataset | 2023 |
| Caremark | NONE | $18,993 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $13,173 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $0 | $7,068 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Joint Benefit Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Dublin, CA
- Health Services & Benefit Admin Inc — Schedule C compensation
- Anthem Blue Cross Of California — Schedule C compensation
- Health Services Foundation — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Beeson, Tayer & Bodine, Apc — Schedule C compensation
- Healthcare Strategies — Schedule C compensation
- Us Bank — Schedule C compensation
- Trucker Huss, Apc — Schedule C compensation
- Teamsters Asst. Reb. Plan — Schedule C compensation
- Arrin Consulting — Schedule C compensation
- Caremark — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation