California Frozen Food Industry Pension Trust Fund — Form 5500 plan (Board Of Trustees Of California Frozen Food Industry Pension 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, California Frozen Food Industry Pension Trust Fund is a benefit plan reported by Board Of Trustees Of California Frozen Food Industry Pension Trust under EIN 95-3250649 and plan number 001. The latest loaded filing year is 2023. The filing reports 418 participants and $53,284 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$22.6KPlan net assets, end of year$22,616
Participants418Covered participants reported
Assets / participant$127Computed: assets ÷ participants$127 (computed)
Provider compensation$109.9K2 Schedule C provider row(s)$109,899
Plan sponsor
Board Of Trustees Of California Frozen Food Industry Pension Trust
EIN
95-3250649
Plan number
001
Plan type
1
Location
Dublin, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023418H, C20241014171854NAL0013677507001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$53.3K total assets
Net assets$22.6KLiabilities$30.7K
Money in vs. money out
Total income / additions$230.5K
Total expenses$249.2K
Benefits paid / distributions$126.6K
Full reported line items

Net assets

Total assets (EOY)
$53,284
Total liabilities (EOY)
$30,668
Net assets (EOY)
$22,616
Net assets (BOY)
$41,315

Income & contributions

Total contributions
$0
Total income / additions
$230,500

Expenses & distributions

Benefits paid
$126,591
Administrative expenses
$122,608
Total expenses
$249,199
Net increase / (decrease)
-$18,699
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets1102%Computed ratio
Benefits paid ÷ total income55%Computed ratio
Provider comp. ÷ net assets486%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Health Services & Benefit AdministrNONE$95,402not reported in the loaded dataset2023
Withumsmith+Brown PcNONE$14,497not reported in the loaded dataset2023

Related Form 5500 pages