2023 Form 5500 filing — Northern California Soft Drink Industry And Teamst Health And Welfare Trust 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 20250623141111NAL0009278784001) for Northern California Soft Drink Industry And Teamst Health And Welfare Trust Fund, reported by Joint Board Northern Calif Soft Drink Ind And Teamsters Health And Wel under EIN 94-6330971 and plan number 501. It reports 907 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250623141111NAL0009278784001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Northern Calif Soft Drink Ind And Teamsters Health And Wel
- EIN
- 94-6330971
- Plan number
- 501
- Location
- Dublin, CA
- Participants
- 907
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,422,567
- Total liabilities (EOY)
- $1,729,813
- Net assets (EOY)
- $16,692,754
- Employer contributions
- $14,905,180
- Participant contributions
- $5,807
- Total income / additions
- $17,716,006
- Benefits paid
- $15,366,323
- Administrative expenses
- $904,101
- Total expenses
- $16,270,424
- Net increase / (decrease)
- $1,445,582
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Health Services & Benefit Administr | NONE | $274,028 | not reported in the loaded dataset |
| Anthem Blue Cross | NONE | $161,133 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | NONE | $61,750 | not reported in the loaded dataset |
| Mcmorgan And Company | NONE | $60,058 | not reported in the loaded dataset |
| Seyfarth Shaw | NONE | $57,765 | not reported in the loaded dataset |
| Withum | NONE | $46,384 | not reported in the loaded dataset |
| Rael & Letson | NONE | $43,200 | not reported in the loaded dataset |
| Healthlinx LLC | NONE | $35,000 | not reported in the loaded dataset |
| Beeson, Tayer & Bodine | NONE | $32,029 | not reported in the loaded dataset |
| Teamsters Assistance Program | NONE | $23,116 | not reported in the loaded dataset |
| Henningfield & Associates, Inc. | NONE | $22,000 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $12,516 | not reported in the loaded dataset |