2023 Form 5500 filing — Solano-Napa Counties Electrical Workers Retiree Medical Account 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 20241115163314NAL0002101714001) for Solano-Napa Counties Electrical Workers Retiree Medical Account Plan, reported by Board Of Trustees Of Solano-Napa Counties under EIN 94-6085742 and plan number 502. It reports 1,221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241115163314NAL0002101714001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Solano-Napa Counties
- EIN
- 94-6085742
- Plan number
- 502
- Location
- Pleasanton, CA
- Participants
- 1,221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,305,769
- Total liabilities (EOY)
- $3,413
- Net assets (EOY)
- $11,302,356
- Employer contributions
- $829,671
- Total income / additions
- $1,240,712
- Benefits paid
- $423,473
- Administrative expenses
- $119,398
- Total expenses
- $542,871
- Net increase / (decrease)
- $697,841
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $63,612 | not reported in the loaded dataset |
| Withumsmith+Brown, P.C. | NONE | $28,967 | not reported in the loaded dataset |
| Verus Advisory, Inc. | NONE | $10,000 | not reported in the loaded dataset |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $5,859 | not reported in the loaded dataset |