2023 Form 5500 filing — Ccsa Employee Benefit Welfare Trust Dba Charterlife C/O Brms
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 20250708093850NAL0010884674002) for Ccsa Employee Benefit Welfare Trust Dba Charterlife C/O Brms, reported by California Charter Schools Ewbt under EIN 61-6357929 and plan number 501. It reports 2,079 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250708093850NAL0010884674002
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- California Charter Schools Ewbt
- EIN
- 61-6357929
- Plan number
- 501
- Location
- Folsom, CA
- Participants
- 2,079
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,032,638
- Total liabilities (EOY)
- $200,257
- Net assets (EOY)
- $2,832,381
- Employer contributions
- $18,571,003
- Total income / additions
- $18,616,277
- Benefits paid
- $19,102,722
- Administrative expenses
- $1,572,564
- Total expenses
- $20,675,286
- Net increase / (decrease)
- -$2,059,009
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dickerson Employee Benefits | BROKER & CONSULTANT | $330,245 | not reported in the loaded dataset |
| Benefit & Risk Management | THIRD PARTY ADMINISTRATOR | $324,606 | not reported in the loaded dataset |
| Anthem Blue Cross Life & Health Ins | INSURANCE COMPANY | $76,391 | not reported in the loaded dataset |
| Axene Health Partners LLC | ACTUARIAL CONSULTANT | $48,000 | not reported in the loaded dataset |
| Ca Charter Schools Conference | MARKETING | $40,476 | not reported in the loaded dataset |
| Singerlewak Llp | TAX AND AUDIT | $35,020 | not reported in the loaded dataset |
| Buchalter | LEGAL | $33,092 | not reported in the loaded dataset |
| Paychex | PAYROLL SERVICES | $25,299 | not reported in the loaded dataset |
| Branche Jones | CONSULTANT | $25,200 | not reported in the loaded dataset |
| Natashay Starr | CONSULTANT | $12,000 | not reported in the loaded dataset |
| Alcala Consulting, Inc. | CONSULTANT | $11,029 | not reported in the loaded dataset |
| Teague Insurance Agency, Inc | INSURANCE COMPANY | $7,338 | not reported in the loaded dataset |