2023 Form 5500 filing — Cal Neca Health 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 20250509044258NAL0013416529001) for Cal Neca Health Trust, reported by Board Of Trustees, Cal Neca under EIN 94-2442039 and plan number 501. It reports 270 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250509044258NAL0013416529001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Board Of Trustees, Cal Neca
- EIN
- 94-2442039
- Plan number
- 501
- Location
- San Jose, CA
- Participants
- 270
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,704,414
- Total liabilities (EOY)
- $568,486
- Net assets (EOY)
- $1,135,928
- Employer contributions
- $6,350,424
- Participant contributions
- $319,587
- Total income / additions
- $6,676,290
- Benefits paid
- $6,560,498
- Administrative expenses
- $71,435
- Total expenses
- $6,631,933
- Net increase / (decrease)
- $44,357
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Administrative Services | NONE | $41,100 | not reported in the loaded dataset |
| Ineich & Company, Llp | NONE | $11,500 | not reported in the loaded dataset |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $5,496 | not reported in the loaded dataset |