2023 Form 5500 filing — San Francisco Culinary, Bartenders & Service Employees Legal Services 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 20250110142503NAL0023312304001) for San Francisco Culinary, Bartenders & Service Employees Legal Services Trust Fund, reported by Board Of Trustees, San Francisco Culinary, under EIN 94-6625180 and plan number 501. It reports 4,649 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250110142503NAL0023312304001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, San Francisco Culinary,
- EIN
- 94-6625180
- Plan number
- 501
- Location
- Pleasanton, CA
- Participants
- 4,649
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,742,398
- Total liabilities (EOY)
- $899,885
- Net assets (EOY)
- $6,842,513
- Employer contributions
- $1,990,941
- Total income / additions
- $2,290,053
- Benefits paid
- $1,324,401
- Administrative expenses
- $367,025
- Total expenses
- $1,691,426
- Net increase / (decrease)
- $598,627
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wang & Associates | NONE | $433,435 | not reported in the loaded dataset |
| Law Offices Of Fellom & Solorio | NONE | $323,348 | not reported in the loaded dataset |
| Exemplar Legal & Benefit Admin. Svc | NONE | $257,956 | not reported in the loaded dataset |
| Law Offices Of Marco Acosta | NONE | $102,016 | not reported in the loaded dataset |
| The Community Law Office | NONE | $100,184 | not reported in the loaded dataset |
| Benesys Administrators, Inc. | NONE | $40,632 | not reported in the loaded dataset |
| Law Office Of David Butler, Jr. | NONE | $37,658 | not reported in the loaded dataset |
| American Trust Institute | NONE | $37,418 | not reported in the loaded dataset |
| Rael & Letson | NONE | $24,450 | not reported in the loaded dataset |
| Law Offices Of Nadine Zeltzer | NONE | $19,053 | not reported in the loaded dataset |
| Miller Kaplan Arase, Llp | NONE | $15,500 | not reported in the loaded dataset |
| Law Offices Of Nancy M. Conway | NONE | $11,843 | not reported in the loaded dataset |
| Mccarthy Law Offices | NONE | $8,002 | not reported in the loaded dataset |
| Mitchell Law Offices | NONE | $7,261 | not reported in the loaded dataset |
| Northwest Administratos Inc. | NONE | $6,538 | not reported in the loaded dataset |
| Bean And Lloyd Llp | NONE | $6,437 | not reported in the loaded dataset |
| Marsh & Mclennan Agency | NONE | $0 | $2,396 |