2023 Form 5500 filing — California Employers Healthcare Alliance Trust

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 20241010155505NAL0020479281001) for California Employers Healthcare Alliance Trust, reported by Board Of Trustees, California Employers Healthcare under EIN 27-6204864 and plan number 501. It reports 384 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010155505NAL0020479281001
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees, California Employers Healthcare
EIN
27-6204864
Plan number
501
Location
Glendale, CA
Participants
384
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$31,218
Total liabilities (EOY)
$41,614
Net assets (EOY)
-$10,396
Employer contributions
$5,866,862
Participant contributions
$13,088
Total income / additions
$5,879,950
Benefits paid
$5,704,345
Administrative expenses
$291,953
Total expenses
$5,996,298
Net increase / (decrease)
-$116,348
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Pacific Federal LLCNONE$174,180not reported in the loaded dataset
Lamar CompaniesNONE$29,782not reported in the loaded dataset
Bush Gottlieb, A Law CorporationNONE$23,282not reported in the loaded dataset
Vasquez & Co., LlpNONE$19,031not reported in the loaded dataset
Mesa Pacific, LLCNONE$17,000not reported in the loaded dataset
Bleiweiss Communications IncNONE$9,000not reported in the loaded dataset

Related Form 5500 pages