2023 Form 5500 filing — So. Ca. Soft Drink Industry And Teamsters Health & Health And Welfare 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 20250414161719NAL0000869395005) for So. Ca. Soft Drink Industry And Teamsters Health & Health And Welfare Trust, reported by Board Of Trustees So Ca Soft Drink Industry And Teamsters Health & Wel under EIN 95-3248029 and plan number 501. It reports 1,701 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414161719NAL0000869395005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees So Ca Soft Drink Industry And Teamsters Health & Wel
- EIN
- 95-3248029
- Plan number
- 501
- Location
- West Covina, CA
- Participants
- 1,701
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,586,704
- Total liabilities (EOY)
- $770,628
- Net assets (EOY)
- $21,816,076
- Employer contributions
- $22,454,061
- Participant contributions
- $4,090,292
- Total income / additions
- $28,106,402
- Benefits paid
- $25,458,775
- Administrative expenses
- $1,032,321
- Total expenses
- $26,491,096
- Net increase / (decrease)
- $1,615,306
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys Administrators, Inc. | NONE | $416,176 | not reported in the loaded dataset |
| Rael & Letson | NONE | $120,624 | not reported in the loaded dataset |
| Anthem Blue Cross | NONE | $97,633 | not reported in the loaded dataset |
| Horizon Actuarial Services | NONE | $79,464 | not reported in the loaded dataset |
| Seyfarth Shaw Llp | NONE | $51,164 | not reported in the loaded dataset |
| Wohlner Kaplon Cutler Halford & Ros | NONE | $39,077 | not reported in the loaded dataset |
| Optumrx, Inc. | NONE | $27,440 | $5,494 |
| Uprise Health (Formerly Hmc) | NONE | $30,192 | not reported in the loaded dataset |
| Henningfield & Associates, Inc. | NONE | $25,500 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $22,366 | not reported in the loaded dataset |
| Union Bank | NONE | $14,361 | not reported in the loaded dataset |
| Southwest Money Management | NONE | $9,600 | not reported in the loaded dataset |