2023 Form 5500 filing — Cement Masons Health And Welfare Trust Fund For Northern California
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 20250616185458NAL0000559107001) for Cement Masons Health And Welfare Trust Fund For Northern California, reported by Cement Masons Health & Welfare Trust For N Cal under EIN 94-1291152 and plan number 501. It reports 3,105 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250616185458NAL0000559107001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Cement Masons Health & Welfare Trust For N Cal
- EIN
- 94-1291152
- Plan number
- 501
- Location
- Dublin, CA
- Participants
- 3,105
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $99,413,372
- Total liabilities (EOY)
- $14,533,091
- Net assets (EOY)
- $84,880,281
- Employer contributions
- $40,806,483
- Participant contributions
- $2,505,384
- Total income / additions
- $48,437,880
- Benefits paid
- $37,189,262
- Administrative expenses
- $2,464,759
- Total expenses
- $39,654,021
- Net increase / (decrease)
- $8,783,859
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Blue Cross Of California | NONE | $529,256 | not reported in the loaded dataset |
| Hs&Ba | NONE | $526,784 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $390,073 | not reported in the loaded dataset |
| The Segal Company | NONE | $171,072 | not reported in the loaded dataset |
| Delta Dental | NONE | $156,571 | not reported in the loaded dataset |
| Weinberg, Roger & Rosenfeld | NONE | $97,460 | not reported in the loaded dataset |
| Trucker Huss | NONE | $84,691 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $73,785 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $61,674 | $0 |
| Quest Diagnostics | NONE | $57,091 | not reported in the loaded dataset |
| Mcmorgan & Company LLC | NONE | $54,807 | $0 |
| Aabco Printing | NONE | $51,818 | not reported in the loaded dataset |
| Pacific Health Alliance | NONE | $40,887 | not reported in the loaded dataset |
| Bullivant Houser Bailey Pc | NONE | $33,612 | not reported in the loaded dataset |
| The London Company | NONE | $23,519 | $288 |
| Us Bank National Association | NONE | $12,754 | $0 |
| Garcia Hamilton & Associates | NONE | $12,249 | not reported in the loaded dataset |
| Optum Rx Inc. | NONE | $0 | $8,693 |
| Segall Bryant & Hamill, LLC | NONE | $6,483 | not reported in the loaded dataset |