2023 Form 5500 filing — California Construction Insurance Trust Welfare Benefit Plan
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 20241016022619NAL0052029360001) for California Construction Insurance Trust Welfare Benefit Plan, reported by California Professional Association Of Specialty Contractors under EIN 77-0595778 and plan number 501. It reports 86 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016022619NAL0052029360001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- California Professional Association Of Specialty Contractors
- EIN
- 77-0595778
- Plan number
- 501
- Location
- Sacramento, CA
- Participants
- 86
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $322,152
- Total liabilities (EOY)
- $57,344
- Net assets (EOY)
- $264,808
- Employer contributions
- $627,632
- Total income / additions
- $627,776
- Benefits paid
- $648,717
- Administrative expenses
- $93,828
- Total expenses
- $742,545
- Net increase / (decrease)
- -$114,769
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Pro | NONE | $30,000 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $18,830 | not reported in the loaded dataset |
| Cal-Valley Insurance Svcs | NONE | $14,938 | not reported in the loaded dataset |
| Coast Benefits | NONE | $11,536 | not reported in the loaded dataset |
| Melissa W. Cook & Associates | NONE | $6,662 | not reported in the loaded dataset |