Ccpoa Benefit Trust Fund Disability Benefit Plan — Form 5500 plan (Board Of Trustees Of The Ccpoa Benefit Trust Fund)

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, Ccpoa Benefit Trust Fund Disability Benefit Plan is a benefit plan reported by Board Of Trustees Of The Ccpoa Benefit Trust Fund under EIN 94-6459649 and plan number 502. The latest loaded filing year is 2023. The filing reports 7,779 participants and $37,428,626 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of The Ccpoa Benefit Trust Fund
EIN
94-6459649
Plan number
502
Plan type
1
Location
Sacramento, CA
Latest filing year
2023
Participants
7,779
End-of-year plan assets
$37,428,626

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,779H, C20250113081014NAL0036900514001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,428,626
Total liabilities (EOY)
$16,500,807
Net assets (EOY)
$20,927,819
Net assets (BOY)
$17,979,572

Income & contributions

Participant contributions
$5,240,651
Total contributions
$5,240,651
Total income / additions
$7,802,439

Expenses & distributions

Benefits paid
$3,116,251
Administrative expenses
$1,737,941
Total expenses
$4,854,192
Net increase / (decrease)
$2,948,247

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ccpoa Benfit Trust FundPARTY IN INTEREST$1,482,367not reported in the loaded dataset2023
Weber & Associates, Inc.NONE$82,005not reported in the loaded dataset2023
Legal Service Bureau Inc.NONE$50,142not reported in the loaded dataset2023
Trucker Huss, ApcNONE$41,754not reported in the loaded dataset2023
Sellwood Consulting LLCNONE$28,256not reported in the loaded dataset2023
Withumsmith+Brown PcNONE$11,535not reported in the loaded dataset2023
Commerce Printing ServicesNONE$10,976not reported in the loaded dataset2023
The Segal Company (Western States)NONE$6,371not reported in the loaded dataset2023

Related Form 5500 pages