2023 Form 5500 filing — Insurance And Benefits Trust Of The Porac - Non-Safety
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 20241015182310NAL0030616961001) for Insurance And Benefits Trust Of The Porac - Non-Safety, reported by Insurance And Benefits Trust Of The Porac - Non-Safety under EIN 68-6068469 and plan number 502. It reports 3,947 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015182310NAL0030616961001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Insurance And Benefits Trust Of The Porac - Non-Safety
- EIN
- 68-6068469
- Plan number
- 502
- Location
- Sacramento, CA
- Participants
- 3,947
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $988,748
- Total liabilities (EOY)
- $168,158
- Net assets (EOY)
- $820,590
- Employer contributions
- $68,071
- Participant contributions
- $299,806
- Total income / additions
- $448,042
- Benefits paid
- $308,691
- Administrative expenses
- $144,482
- Total expenses
- $453,173
- Net increase / (decrease)
- -$5,131
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ibt Health Plan | RELATED PLAN | $53,959 | not reported in the loaded dataset |
| Myers-Stevens Toohey & Co Inc | NONE | $28,038 | not reported in the loaded dataset |
| Eide Bailly | NONE | $17,427 | not reported in the loaded dataset |
| The Segal Company | NONE | $10,312 | not reported in the loaded dataset |