2023 Form 5500 filing — District Council 16 Northern California Health & Welfare Trust 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 20241014122522NAL0052228082001) for District Council 16 Northern California Health & Welfare Trust Fund, reported by District Council 16 Of Northern California Health And Welfare Trust under EIN 41-2261950 and plan number 501. It reports 6,913 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014122522NAL0052228082001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- District Council 16 Of Northern California Health And Welfare Trust
- EIN
- 41-2261950
- Plan number
- 501
- Location
- Dublin, CA
- Participants
- 6,913
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $242,664,639
- Total liabilities (EOY)
- $6,122,233
- Net assets (EOY)
- $236,542,406
- Employer contributions
- $117,895,049
- Participant contributions
- $5,722,007
- Total income / additions
- $144,153,189
- Benefits paid
- $119,562,933
- Administrative expenses
- $5,415,773
- Total expenses
- $124,978,706
- Net increase / (decrease)
- $19,174,483
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Health Services And Benefit Admin | NONE | $2,102,017 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $1,006,423 | not reported in the loaded dataset |
| Saltzman & Johnson | NONE | $541,168 | not reported in the loaded dataset |
| Anthem Blue Cross | NONE | $499,291 | not reported in the loaded dataset |
| Graystone Consulting/Morgan Stanley | NONE | $416,002 | not reported in the loaded dataset |
| Delta Dental | NONE | $399,906 | not reported in the loaded dataset |
| The Segal Company | NONE | $245,613 | not reported in the loaded dataset |
| Medexpert International, Inc. | NONE | $216,734 | not reported in the loaded dataset |
| Beat-It Program Inc | NONE | $154,496 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $55,484 | not reported in the loaded dataset |
| Rsp Printing | NONE | $27,116 | not reported in the loaded dataset |
| Iron Mountain | NONE | $14,289 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $0 | $7,462 |