2023 Form 5500 filing — Northern California General Teamsters 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 20250515064254NAL0019442609001) for Northern California General Teamsters Security Fund, reported by Board Of Trustees Northern Cali General Teamsters Security Fund under EIN 94-6073033 and plan number 501. It reports 20,829 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250515064254NAL0019442609001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Northern Cali General Teamsters Security Fund
- EIN
- 94-6073033
- Plan number
- 501
- Location
- Stockton, CA
- Participants
- 20,829
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $633,546,957
- Total liabilities (EOY)
- $57,706,239
- Net assets (EOY)
- $575,840,718
- Employer contributions
- $395,365,002
- Participant contributions
- $486,043
- Total income / additions
- $478,801,388
- Benefits paid
- $388,190,300
- Administrative expenses
- $54,328,794
- Total expenses
- $442,519,094
- Net increase / (decrease)
- $36,282,294
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Delta Fund Administrators, LLC | NONE | $10,778,465 | not reported in the loaded dataset |
| Anthem Blue Cross | NONE | $4,494,410 | not reported in the loaded dataset |
| Mcmorgan & Company | NONE | $1,090,870 | not reported in the loaded dataset |
| Delta Health Systems | NONE | $598,887 | not reported in the loaded dataset |
| Optumrx, Inc | NONE | $504,373 | $0 |
| Teamsters Alco/Drug Rehab Program | NONE | $444,235 | not reported in the loaded dataset |
| Mackay Shields LLC | NONE | $0 | $420,369 |
| Employer Auditing Services | NONE | $208,343 | not reported in the loaded dataset |
| Rael And Letson | NONE | $154,800 | not reported in the loaded dataset |
| Beeson, Tayer, Bodine Apc | NONE | $146,730 | not reported in the loaded dataset |
| Pre-Sort Center Of Stockton, Inc. | NONE | $145,974 | not reported in the loaded dataset |
| Verifi 1 | NONE | $135,697 | not reported in the loaded dataset |
| Fidelity Investments | NONE | $104,065 | $0 |
| U.S. Bank | NONE | $92,192 | $0 |
| Withumsmith+Brown, Pc | NONE | $86,201 | not reported in the loaded dataset |
| Healthlinx LLC | NONE | $76,400 | not reported in the loaded dataset |
| Ebix Inc. | NONE | $68,490 | not reported in the loaded dataset |
| Thaddous L. Archie, Dds | NONE | $30,000 | not reported in the loaded dataset |
| Pacific Printing | NONE | $28,746 | not reported in the loaded dataset |