2023 Form 5500 filing — Health Care Employees/Employer Dental And Medical 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 20241015232506NAL0029862561001) for Health Care Employees/Employer Dental And Medical Trust, reported by Board Of Trustees, Health Care Employees/Employer under EIN 94-2356343 and plan number 501. It reports 25,836 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015232506NAL0029862561001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Health Care Employees/Employer
- EIN
- 94-2356343
- Plan number
- 501
- Location
- Dublin, CA
- Participants
- 25,836
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,853,646
- Total liabilities (EOY)
- $53,919,790
- Net assets (EOY)
- $2,933,856
- Employer contributions
- $194,169,512
- Participant contributions
- $5,009,065
- Total income / additions
- $199,464,857
- Benefits paid
- $198,315,280
- Administrative expenses
- $3,073,376
- Total expenses
- $201,388,656
- Net increase / (decrease)
- -$1,923,799
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dublin Insurance Services, Inc. | NONE | $2,598,193 | $0 |
| Aabco Printing | NONE | $138,137 | $0 |
| Refined Technologies, Inc. | NONE | $60,750 | $0 |
| Weinberg, Roger, & Rosenfeld | NONE | $60,275 | $0 |
| Rael & Letson | NONE | $32,700 | $0 |
| Miller Kaplan Arase Llp | NONE | $30,000 | $0 |
| Kemper Systems, Inc. | NONE | $25,000 | $0 |
| Bri Cobra, Inc. | NONE | $12,398 | $0 |
| Corodata | NONE | $12,321 | $0 |
| Kraw & Kraw | NONE | $9,080 | $0 |