2023 Form 5500 filing — California Service Employees Health And Welfare 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 20250217135825NAL0001239891001) for California Service Employees Health And Welfare Trust Fund, reported by Board Of Trustees Of Ca Service Employees Health And Welfare Trust under EIN 94-1206350 and plan number 501. It reports 9,362 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250217135825NAL0001239891001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Ca Service Employees Health And Welfare Trust
- EIN
- 94-1206350
- Plan number
- 501
- Location
- Brisbane, CA
- Participants
- 9,362
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $160,648,171
- Total liabilities (EOY)
- $1,201,828
- Net assets (EOY)
- $159,446,343
- Employer contributions
- $129,847,880
- Participant contributions
- $285,640
- Total income / additions
- $137,352,860
- Benefits paid
- $117,841,109
- Administrative expenses
- $3,505,576
- Total expenses
- $121,346,685
- Net increase / (decrease)
- $16,006,175
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwest Administrators Inc | NONE | $854,709 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $393,146 | not reported in the loaded dataset |
| Virginia Virgil | EMPLOYEE | $280,035 | not reported in the loaded dataset |
| The Segal Company | NONE | $236,296 | not reported in the loaded dataset |
| Mcmorgan & Company LLC | NONE | $209,651 | not reported in the loaded dataset |
| Leticia Caamano | EMPLOYEE | $132,579 | not reported in the loaded dataset |
| Analyn Camanag | EMPLOYEE | $131,462 | not reported in the loaded dataset |
| Maritza Marrufo | EMPLOYEE | $118,897 | not reported in the loaded dataset |
| Aabco Printing | NONE | $104,449 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $99,154 | not reported in the loaded dataset |
| Erik G Sanchez | EMPLOYEE | $87,856 | not reported in the loaded dataset |
| Saltzman & Johnson | NONE | $76,851 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $68,750 | not reported in the loaded dataset |
| Weinberg, Roger & Rosenfeld | NONE | $65,846 | not reported in the loaded dataset |
| James M Altieri | TRUSTEE | $58,979 | not reported in the loaded dataset |
| Larry Smith | TRUSTEE | $58,214 | not reported in the loaded dataset |
| Ray Nann | TRUSTEE | $58,214 | not reported in the loaded dataset |
| Anthem Blue Crosslife & Health Ins. | NONE | $39,814 | not reported in the loaded dataset |
| Iron Mountain | NONE | $31,020 | not reported in the loaded dataset |
| Villasenor Maricela | EMPLOYEE | $29,063 | not reported in the loaded dataset |
| Stephen Horn Insurance Svc. | NONE | $0 | $23,730 |
| Us Bank | NONE | $15,947 | $0 |
| Fremont Bank | NONE | $14,400 | not reported in the loaded dataset |
| Optum Rx | NONE | $7,274 | $537 |
| Amalgamated Bank | NONE | $5,000 | $0 |