Gswc Welfare Benefits Plan For Active And Retired Employees — Form 5500 plan (Golden State Water Company)
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, Gswc Welfare Benefits Plan For Active And Retired Employees is a benefit plan reported by Golden State Water Company under EIN 95-1243678 and plan number 501. The latest loaded filing year is 2023. The filing reports 683 participants and $12,845,504 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Golden State Water Company
- EIN
- 95-1243678
- Plan number
- 501
- Plan type
- 2
- Location
- San Dimas, CA
- Latest filing year
- 2023
- Participants
- 683
- End-of-year plan assets
- $12,845,504
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 683 | H, C | 20241015120658NAL0028329009001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,845,504
- Total liabilities (EOY)
- $76,821
- Net assets (EOY)
- $12,768,683
- Net assets (BOY)
- $11,201,713
Income & contributions
- Employer contributions
- $12,035,290
- Participant contributions
- $2,303,673
- Total contributions
- $14,338,963
- Total income / additions
- $16,310,314
Expenses & distributions
- Benefits paid
- $14,545,614
- Administrative expenses
- $197,730
- Total expenses
- $14,743,344
- Net increase / (decrease)
- $1,566,970
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Hr Consulting | NONE | $53,973 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | NONE | $30,350 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | NONE | $14,673 | not reported in the loaded dataset | 2023 |