2023 Form 5500 filing — Bay Area Delivery Drivers Security 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 20250505090544NAL0005723699001) for Bay Area Delivery Drivers Security Fund, reported by Board Of Trustees Bay Area Delivery Drivers Security Fund under EIN 94-6072965 and plan number 501. It reports 2,455 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250505090544NAL0005723699001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Bay Area Delivery Drivers Security Fund
- EIN
- 94-6072965
- Plan number
- 501
- Location
- Dublin, CA
- Participants
- 2,455
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,994,264
- Total liabilities (EOY)
- $5,702,360
- Net assets (EOY)
- $16,291,904
- Employer contributions
- $43,026,868
- Participant contributions
- $913,699
- Total income / additions
- $49,137,940
- Benefits paid
- $51,934,255
- Administrative expenses
- $2,035,297
- Total expenses
- $53,969,552
- Net increase / (decrease)
- -$4,831,612
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Health Services & Benefit Admin | NONE | $956,032 | not reported in the loaded dataset |
| Blue Cross Of California | NONE | $390,791 | not reported in the loaded dataset |
| The Segal Company | NONE | $170,150 | not reported in the loaded dataset |
| Mcmorgan & Company | NONE | $77,562 | not reported in the loaded dataset |
| Beeson, Tayer, & Bodine | NONE | $73,994 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $56,101 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $42,150 | not reported in the loaded dataset |
| Teamsters Assistance Program | NONE | $38,530 | not reported in the loaded dataset |
| Road Runner | NONE | $8,127 | not reported in the loaded dataset |
| Wheeler Printing | NONE | $6,565 | not reported in the loaded dataset |