2023 Form 5500 filing — Ccpoa Benefit Trust Fund Disability Benefit 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 20250113081014NAL0036900514001) for Ccpoa Benefit Trust Fund Disability Benefit Plan, reported by Board Of Trustees Of The Ccpoa Benefit Trust Fund under EIN 94-6459649 and plan number 502. It reports 7,779 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250113081014NAL0036900514001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Ccpoa Benefit Trust Fund
- EIN
- 94-6459649
- Plan number
- 502
- Location
- Sacramento, CA
- Participants
- 7,779
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,428,626
- Total liabilities (EOY)
- $16,500,807
- Net assets (EOY)
- $20,927,819
- Participant contributions
- $5,240,651
- Total income / additions
- $7,802,439
- Benefits paid
- $3,116,251
- Administrative expenses
- $1,737,941
- Total expenses
- $4,854,192
- Net increase / (decrease)
- $2,948,247
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ccpoa Benfit Trust Fund | PARTY IN INTEREST | $1,482,367 | not reported in the loaded dataset |
| Weber & Associates, Inc. | NONE | $82,005 | not reported in the loaded dataset |
| Legal Service Bureau Inc. | NONE | $50,142 | not reported in the loaded dataset |
| Trucker Huss, Apc | NONE | $41,754 | not reported in the loaded dataset |
| Sellwood Consulting LLC | NONE | $28,256 | not reported in the loaded dataset |
| Withumsmith+Brown Pc | NONE | $11,535 | not reported in the loaded dataset |
| Commerce Printing Services | NONE | $10,976 | not reported in the loaded dataset |
| The Segal Company (Western States) | NONE | $6,371 | not reported in the loaded dataset |