2023 Form 5500 filing — Electrical Workers Health & Welfare Trust Fund For Contra Costa County
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 20241015174610NAL0015191699004) for Electrical Workers Health & Welfare Trust Fund For Contra Costa County, reported by Electrical Workers Health & Welfare Trust Fund For Contra Costa County under EIN 94-6085741 and plan number 501. It reports 1,120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015174610NAL0015191699004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Electrical Workers Health & Welfare Trust Fund For Contra Costa County
- EIN
- 94-6085741
- Plan number
- 501
- Location
- Martinez, CA
- Participants
- 1,120
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,166,690
- Total liabilities (EOY)
- $7,820,120
- Net assets (EOY)
- $17,346,570
- Employer contributions
- $24,898,901
- Participant contributions
- $1,217,216
- Total income / additions
- $28,283,471
- Benefits paid
- $22,831,008
- Administrative expenses
- $1,088,982
- Total expenses
- $23,919,990
- Net increase / (decrease)
- $4,363,481
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Savrx Prescription Services | PRESCRIPTION SERVICE | $602,021 | not reported in the loaded dataset |
| Anthem Blue Cross Life & Health Ins | SERVICE PROVIDER | $248,992 | not reported in the loaded dataset |
| Ccc Electrical Ind Labor Mgmt Co Tr | BENEFIT ADMINISTRATOR | $188,957 | not reported in the loaded dataset |
| Solxsys | BENEFIT ADMINISTRATOR | $73,252 | not reported in the loaded dataset |
| Rael & Letson | CONSULTANT | $48,092 | not reported in the loaded dataset |
| Miller, Kaplan & Arase & Co., Llp | PAYROLL AUDITOR | $43,838 | not reported in the loaded dataset |
| Lantan And Associates | SERVICE PROVIDER | $29,000 | not reported in the loaded dataset |
| Neyhart, Anderson, Flynn & Grosboll | ATTORNEY | $25,202 | not reported in the loaded dataset |
| Beat It Eap | EAP PROVIDER | $19,575 | not reported in the loaded dataset |
| Aabco | SERVICE PROVIDER | $16,882 | $0 |
| State Street Global Advisors | INVESTMENT MANAGER | $0 | $0 |
| Dodge And Cox Funds - Dodgx Fund | CUSTODIAN | $0 | $0 |
| Dodge And Cox Funds - Dodix Fund | CUSTODIAN | $0 | $0 |