2023 Form 5500 filing — San Diego Electrical Health And Welfare Plan
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 20250715182947NAL0001842179003) for San Diego Electrical Health And Welfare Plan, reported by San Diego Electrical Health And Welfare Welfare Plan under EIN 95-6035916 and plan number 501. It reports 3,539 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715182947NAL0001842179003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- San Diego Electrical Health And Welfare Welfare Plan
- EIN
- 95-6035916
- Plan number
- 501
- Location
- San Diego, CA
- Participants
- 3,539
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,154,688
- Total liabilities (EOY)
- $31,789,852
- Net assets (EOY)
- -$4,635,164
- Employer contributions
- $42,139,632
- Participant contributions
- $1,519,000
- Total income / additions
- $44,517,724
- Benefits paid
- $46,838,275
- Administrative expenses
- $4,376,936
- Total expenses
- $51,215,211
- Net increase / (decrease)
- -$6,697,487
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| San Diego Electrical Administration | PLAN ADMINISTRATOR | $1,698,760 | not reported in the loaded dataset |
| Anthem Blue Cross Life And Health C | BROKER | $792,632 | not reported in the loaded dataset |
| Laquer, Urban, Clifford,& Hodge Llp | ATTORNEY | $191,347 | not reported in the loaded dataset |
| Horizon Actuarial Services | ACTUARY | $146,301 | not reported in the loaded dataset |
| Change Healthcare (Fka Tc 3 Health) | SERVICE PROVIDER | $90,167 | not reported in the loaded dataset |
| Foundation For Medical Care | SERVICE PROVIDER | $75,860 | not reported in the loaded dataset |
| Pkf San Diego | AUDITOR | $43,400 | not reported in the loaded dataset |
| Newtower Management, LLC | INVESTMENT ADVISOR | $42,456 | $0 |
| Optum Nurseline Services | INSURANCE PROVIDER | $31,295 | not reported in the loaded dataset |
| Crystal Clear Rx | INSURANCE PROVIDER | $30,000 | not reported in the loaded dataset |
| Deerwalk | SERVICE PROVIDER | $27,312 | not reported in the loaded dataset |
| De France Printing | PRINTING | $16,138 | not reported in the loaded dataset |
| Pmg Advisors, LLC | INVESTMENT ADVISOR | $13,964 | $0 |
| Any Budget Printing & Mailing | PRINTING | $12,972 | not reported in the loaded dataset |
| Web-Site Hosting Fees | SERVICE PROVIDER | $12,000 | not reported in the loaded dataset |
| Investment Mperformance Services | INVESTMENT ADVISOR | $5,000 | $0 |
| U.S. Bank | CUSTODIAN | $5,000 | $0 |