2023 Form 5500 filing — Kern County Electrical Workers Health And Welfare Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009165504NAL0010858547001) for Kern County Electrical Workers Health And Welfare Fund, reported by Board Of Trustees, Kern County Electrical Workers under EIN 95-6053542 and plan number 501. It reports 806 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009165504NAL0010858547001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Kern County Electrical Workers
- EIN
- 95-6053542
- Plan number
- 501
- Location
- Bakersfield, CA
- Participants
- 806
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,966,658
- Total liabilities (EOY)
- $6,206,026
- Net assets (EOY)
- $19,760,632
- Employer contributions
- $13,536,843
- Participant contributions
- $418,473
- Total income / additions
- $15,161,240
- Benefits paid
- $12,096,018
- Administrative expenses
- $350,359
- Total expenses
- $12,446,377
- Net increase / (decrease)
- $2,714,863
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Employee 1 | EMPLOYEE OF RELATED ORG. | $55,555 | not reported in the loaded dataset |
| Segal Company | NONE | $55,000 | not reported in the loaded dataset |
| Employee 2 | EMPLOYEE OF RELATED ORG. | $42,660 | not reported in the loaded dataset |
| Tiffany Lena | NONE | $34,651 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $24,630 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $15,000 | not reported in the loaded dataset |
| Michael Surowitz | NONE | $8,579 | not reported in the loaded dataset |