2023 Form 5500 filing — Benefits Plus Trust Fund Welfare 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 20250115110350NAL0011718387004) for Benefits Plus Trust Fund Welfare Benefit Plan, reported by Benefits Plus Trust Fund Welfare Benefit Plan under EIN 33-6162794 and plan number 505. It reports 524 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$4.8KReported net assets$4,828
Participants524
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250115110350NAL0011718387004
Plan sponsor
Benefits Plus Trust Fund Welfare Benefit Plan
EIN
33-6162794
Plan number
505
Location
San Diego, CA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$253.4K total assets
Net assets$4.8KLiabilities$248.6K
Money in vs. money out
Total income / additions$13.3M
Total expenses$13.3M
Benefits paid / distributions$13.3M
Contributions
Employer$13.2M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$253,446
Total liabilities (EOY)
$248,618
Net assets (EOY)
$4,828
Employer contributions
$13,226,312
Total income / additions
$13,336,326
Benefits paid
$13,333,956
Total expenses
$13,333,956
Net increase / (decrease)
$2,370

Related Form 5500 pages