2023 Form 5500 filing — San Diego County Teamsters - Employers Insurance Trust

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 20250112110627NAL0034630194001) for San Diego County Teamsters - Employers Insurance Trust, reported by San Diego County Teamsters - Employers Insurance Trust under EIN 23-7243412 and plan number 501. It reports 1,954 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250112110627NAL0034630194001
Filing year
2023
Form type
1
Plan sponsor
San Diego County Teamsters - Employers Insurance Trust
EIN
23-7243412
Plan number
501
Location
San Diego, CA
Participants
1,954
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$18,438,682
Total liabilities (EOY)
$3,606,277
Net assets (EOY)
$14,832,405
Employer contributions
$28,645,210
Participant contributions
$15,873
Total income / additions
$29,634,097
Benefits paid
$25,328,906
Administrative expenses
$811,888
Total expenses
$26,140,794
Net increase / (decrease)
$3,493,303
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Benesys AdministratorsNONE$414,578not reported in the loaded dataset
Rael & LetsonNONE$70,800not reported in the loaded dataset
Carmel CapitalNONE$49,262$59
Law Offices Of Richard ProchazkaNONE$45,840not reported in the loaded dataset
Henningfield & AssociatesNONE$40,655not reported in the loaded dataset
First Dental HealthNONE$39,665not reported in the loaded dataset
California Bank & TrustNONE$18,311not reported in the loaded dataset

Related Form 5500 pages