Kern County Electrical Workers Health And Welfare Fund — Form 5500 plan (Board Of Trustees, Kern County Electrical Workers)
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, Kern County Electrical Workers Health And Welfare Fund is a benefit plan reported by Board Of Trustees, Kern County Electrical Workers under EIN 95-6053542 and plan number 501. The latest loaded filing year is 2023. The filing reports 806 participants and $25,966,658 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Kern County Electrical Workers
- EIN
- 95-6053542
- Plan number
- 501
- Plan type
- 1
- Location
- Bakersfield, CA
- Latest filing year
- 2023
- Participants
- 806
- End-of-year plan assets
- $25,966,658
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 806 | H, C | 20241009165504NAL0010858547001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,966,658
- Total liabilities (EOY)
- $6,206,026
- Net assets (EOY)
- $19,760,632
- Net assets (BOY)
- $17,045,769
Income & contributions
- Employer contributions
- $13,536,843
- Participant contributions
- $418,473
- Total contributions
- $13,955,316
- Total income / additions
- $15,161,240
Expenses & distributions
- Benefits paid
- $12,096,018
- Administrative expenses
- $350,359
- Total expenses
- $12,446,377
- Net increase / (decrease)
- $2,714,863
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Employee 1 | EMPLOYEE OF RELATED ORG. | $55,555 | not reported in the loaded dataset | 2023 |
| Segal Company | NONE | $55,000 | not reported in the loaded dataset | 2023 |
| Employee 2 | EMPLOYEE OF RELATED ORG. | $42,660 | not reported in the loaded dataset | 2023 |
| Tiffany Lena | NONE | $34,651 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $24,630 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Michael Surowitz | NONE | $8,579 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Kern County Electrical Workers
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Bakersfield, CA
- Employee 1 — Schedule C compensation
- Segal Company — Schedule C compensation
- Employee 2 — Schedule C compensation
- Tiffany Lena — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Michael Surowitz — Schedule C compensation