2023 Form 5500 filing — California Health Insurance Trust For Acec-California
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 20241028162019NAL0003967393003) for California Health Insurance Trust For Acec-California, reported by Acec California under EIN 94-1331745 and plan number 501. It reports 397 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241028162019NAL0003967393003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Acec California
- EIN
- 94-1331745
- Plan number
- 501
- Location
- Sacramento, CA
- Participants
- 397
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,011,911
- Net assets (EOY)
- $1,011,911
- Employer contributions
- $136,001
- Total income / additions
- $240,272
- Benefits paid
- $470,699
- Administrative expenses
- $115,932
- Total expenses
- $586,631
- Net increase / (decrease)
- -$346,359
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit & Risk Management Services | NONE | $55,404 | not reported in the loaded dataset |
| John Waddell & Co Cpas | NONE | $24,523 | not reported in the loaded dataset |