2023 Form 5500 filing — Joint Benefit 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 20250217185621NAL0002271905001) for Joint Benefit Trust, reported by Board Of Trustees Of Joint Benefit Trust under EIN 94-6284253 and plan number 501. It reports 4,484 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250217185621NAL0002271905001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Joint Benefit Trust
- EIN
- 94-6284253
- Plan number
- 501
- Location
- Dublin, CA
- Participants
- 4,484
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,173,548
- Total liabilities (EOY)
- $7,223,389
- Net assets (EOY)
- $51,950,159
- Employer contributions
- $39,954,414
- Participant contributions
- $395,940
- Total income / additions
- $47,943,877
- Benefits paid
- $45,528,390
- Administrative expenses
- $4,822,784
- Total expenses
- $50,351,174
- Net increase / (decrease)
- -$2,407,297
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Health Services & Benefit Admin Inc | NONE | $3,088,626 | not reported in the loaded dataset |
| Anthem Blue Cross Of California | NONE | $548,060 | not reported in the loaded dataset |
| Health Services Foundation | NONE | $281,000 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $177,521 | not reported in the loaded dataset |
| Rael & Letson | NONE | $135,000 | not reported in the loaded dataset |
| Beeson, Tayer & Bodine, Apc | NONE | $78,566 | not reported in the loaded dataset |
| Healthcare Strategies | NONE | $58,404 | not reported in the loaded dataset |
| Us Bank | NONE | $51,996 | not reported in the loaded dataset |
| Trucker Huss, Apc | NONE | $49,326 | not reported in the loaded dataset |
| Teamsters Asst. Reb. Plan | NONE | $41,972 | not reported in the loaded dataset |
| Arrin Consulting | NONE | $19,059 | not reported in the loaded dataset |
| Caremark | NONE | $18,993 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $13,173 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $0 | $7,068 |