2023 Form 5500 filing — Gswc Welfare Benefits Plan For Active And Retired Employees
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 20241015120658NAL0028329009001) for Gswc Welfare Benefits Plan For Active And Retired Employees, reported by Golden State Water Company under EIN 95-1243678 and plan number 501. It reports 683 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015120658NAL0028329009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Golden State Water Company
- EIN
- 95-1243678
- Plan number
- 501
- Location
- San Dimas, CA
- Participants
- 683
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,845,504
- Total liabilities (EOY)
- $76,821
- Net assets (EOY)
- $12,768,683
- Employer contributions
- $12,035,290
- Participant contributions
- $2,303,673
- Total income / additions
- $16,310,314
- Benefits paid
- $14,545,614
- Administrative expenses
- $197,730
- Total expenses
- $14,743,344
- Net increase / (decrease)
- $1,566,970
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Hr Consulting | NONE | $53,973 | not reported in the loaded dataset |
| Bdo Usa, P.C. | NONE | $30,350 | not reported in the loaded dataset |
| Principal Life Insurance Company | NONE | $14,673 | not reported in the loaded dataset |