2023 Form 5500 filing — California Association Of Golf And Private Clubs Welfare Benefit 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 20241010163654NAL0010269219001) for California Association Of Golf And Private Clubs Welfare Benefit Trust, reported by Trustees Of California Assoc. Of Golf And Private Clubs Welfare under EIN 81-6716859 and plan number 501. It reports 28,177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010163654NAL0010269219001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Trustees Of California Assoc. Of Golf And Private Clubs Welfare
- EIN
- 81-6716859
- Plan number
- 501
- Location
- Diablo, CA
- Participants
- 28,177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $713,297
- Total liabilities (EOY)
- $635,334
- Net assets (EOY)
- $77,963
- Employer contributions
- $116,192,846
- Participant contributions
- $920,114
- Total income / additions
- $117,139,205
- Benefits paid
- $100,843,016
- Administrative expenses
- $16,255,752
- Total expenses
- $117,098,768
- Net increase / (decrease)
- $40,437
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Acrisure, LLC | NONE | $15,530,363 | not reported in the loaded dataset |
| Employee Benefit Specialist | NONE | $725,389 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $0 | $18,500 |