2023 Form 5500 filing — Associated General Contractors Of America San Diego Chapter Inc Health & Welfare Trust Fund
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 20241213160232NAL0013883633001) for Associated General Contractors Of America San Diego Chapter Inc Health & Welfare Trust Fund, reported by Trustees Of The Agc Of America Sd Chapter Inc - Health & Welfare under EIN 33-0078759 and plan number 501. It reports 1,711 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241213160232NAL0013883633001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Trustees Of The Agc Of America Sd Chapter Inc - Health & Welfare
- EIN
- 33-0078759
- Plan number
- 501
- Location
- San Diego, CA
- Participants
- 1,711
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,199,038
- Total liabilities (EOY)
- $1,784,640
- Net assets (EOY)
- $3,414,398
- Employer contributions
- $21,153,665
- Participant contributions
- $38,587
- Total income / additions
- $21,669,071
- Benefits paid
- $19,188,583
- Administrative expenses
- $1,336,946
- Total expenses
- $20,525,529
- Net increase / (decrease)
- $1,143,542
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| West Coast Group Benefits | N/A | $799,483 | not reported in the loaded dataset |
| Polycomp Administration Services | PLAN ADMINISTRATOR | $283,174 | not reported in the loaded dataset |
| Wolds Law Group | N/A | $111,610 | not reported in the loaded dataset |
| Moss Adams Llp | N/A | $77,466 | not reported in the loaded dataset |
| Wagner Law Group | N/A | $23,957 | not reported in the loaded dataset |
| Iron Mountain | N/A | $12,131 | not reported in the loaded dataset |
| Clelland And Company Inc | N/A | $10,436 | not reported in the loaded dataset |