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 20250115140017NAL0034357344003) for Benefits Plus Trust Fund Welfare Benefit Plan, reported by Benefits Plus Trust Fund Welfare Benefit Plan under EIN 33-6162794 and plan number 501. It reports 1,275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$559.6KReported net assets$559,609
Participants1.3K1,275
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20250115140017NAL0034357344003
- Plan sponsor
- Benefits Plus Trust Fund Welfare Benefit Plan
- EIN
- 33-6162794
- Plan number
- 501
- 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)$3.9M total assets
Net assets$559.6KLiabilities$3.3M
Full reported line items
- Total assets (EOY)
- $3,884,800
- Total liabilities (EOY)
- $3,325,191
- Net assets (EOY)
- $559,609
- Employer contributions
- $7,973,863
- Participant contributions
- $11,259
- Total income / additions
- $8,143,574
- Benefits paid
- $8,137,223
- Administrative expenses
- $4,135
- Total expenses
- $8,141,358
- Net increase / (decrease)
- $2,216