2023 Form 5500 filing — California Association Of Professional Employees 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 20241015233006NAL0031126209002) for California Association Of Professional Employees Trust, reported by Board Of Trustees, California Asso Of Professional Employees Benefit under EIN 95-6995453 and plan number 501. It reports 17,844 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015233006NAL0031126209002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, California Asso Of Professional Employees Benefit
- EIN
- 95-6995453
- Plan number
- 501
- Location
- Pasadena, CA
- Participants
- 17,844
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,765,236
- Total liabilities (EOY)
- $10,142,068
- Net assets (EOY)
- $42,623,168
- Employer contributions
- $121,815,374
- Participant contributions
- $321,951
- Total income / additions
- $124,308,079
- Benefits paid
- $120,980,261
- Administrative expenses
- $2,211,945
- Total expenses
- $123,192,206
- Net increase / (decrease)
- $1,115,873
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dexheimer Erickson Corp | NONE | $825,776 | not reported in the loaded dataset |
| Mei Inurance Service Inc | NONE | $825,776 | not reported in the loaded dataset |
| Ubs Financial Services | NONE | $178,140 | not reported in the loaded dataset |
| Cape | AFFILIATED UNION | $109,632 | not reported in the loaded dataset |
| Haynie & Company | NONE | $28,043 | not reported in the loaded dataset |
| Michael Posner | NONE | $15,000 | not reported in the loaded dataset |
| Integrated Labor Solutions | NONE | $6,000 | not reported in the loaded dataset |