2023 Form 5500 filing — California State Firefighters Employee Welfare Benefits Corporation Group Insurance 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 20250408153931NAL0030159024001) for California State Firefighters Employee Welfare Benefits Corporation Group Insurance Plan, reported by California State Firefighters' Employee Welfare Benefits Corporation under EIN 68-0258703 and plan number 501. It reports 1,943 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250408153931NAL0030159024001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- California State Firefighters' Employee Welfare Benefits Corporation
- EIN
- 68-0258703
- Plan number
- 501
- Location
- Carmichael, CA
- Participants
- 1,943
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,761,580
- Total liabilities (EOY)
- $521,871
- Net assets (EOY)
- $5,239,709
- Employer contributions
- $735,490
- Total income / additions
- $2,003,266
- Benefits paid
- $587,608
- Administrative expenses
- $1,283,510
- Total expenses
- $1,871,118
- Net increase / (decrease)
- $132,148
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adapt Management | CONTRACTOR | $125,520 | not reported in the loaded dataset |
| Ameritrade | INVESTMENT ADVISORY | $40,443 | not reported in the loaded dataset |
| Gilbert Cpas | CONTRACTOR | $36,455 | not reported in the loaded dataset |
| Accounting & Consulting Services | CONTRACTOR | $21,844 | not reported in the loaded dataset |
| Boutin Jones Inc | SERVICE PROVIDER | $13,896 | not reported in the loaded dataset |
| Charles Schwab | INVESTMENT ADVISORY | $12,424 | not reported in the loaded dataset |