2023 Form 5500 filing — California Winery Workers Pension Plan 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 20241015185819NAL0030693841005) for California Winery Workers Pension Plan Trust, reported by California Winery Workers Pension Plan Trust under EIN 94-6082915 and plan number 001. It reports 4,425 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015185819NAL0030693841005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- California Winery Workers Pension Plan Trust
- EIN
- 94-6082915
- Plan number
- 001
- Location
- Fresno, CA
- Participants
- 4,425
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,347,475
- Total liabilities (EOY)
- $41,851,548
- Net assets (EOY)
- -$17,504,073
- Total income / additions
- -$4,859,396
- Benefits paid
- $17,236,625
- Administrative expenses
- $814,674
- Total expenses
- $20,542,380
- Net increase / (decrease)
- -$25,401,776
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Administration Corporation | NONE | $285,071 | not reported in the loaded dataset |
| Kraw Law Group | NONE | $37,166 | not reported in the loaded dataset |
| Eide Bailly, Llp | NONE | $32,000 | not reported in the loaded dataset |
| Cherion | NONE | $31,677 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $0 | $12,090 |
| Union Bank | NONE | $6,836 | not reported in the loaded dataset |