2023 Form 5500 filing — Northern California Bakery Drivers' 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 20250715190938NAL0001534995001) for Northern California Bakery Drivers' Security Fund, reported by Board Of Trustees Of No. Ca Bakery Drivers' Security Fund under EIN 94-6073089 and plan number 501. It reports 1,334 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715190938NAL0001534995001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of No. Ca Bakery Drivers' Security Fund
- EIN
- 94-6073089
- Plan number
- 501
- Location
- Alameda, CA
- Participants
- 1,334
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,556,018
- Total liabilities (EOY)
- $1,480,748
- Net assets (EOY)
- $27,075,270
- Employer contributions
- $16,546,284
- Participant contributions
- $1,599,495
- Total income / additions
- $24,201,169
- Benefits paid
- $23,039,246
- Administrative expenses
- $1,128,497
- Total expenses
- $24,167,743
- Net increase / (decrease)
- $33,426
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $479,008 | not reported in the loaded dataset |
| Anthem, Inc. | NONE | $120,153 | not reported in the loaded dataset |
| Rael & Letson | NONE | $106,820 | not reported in the loaded dataset |
| Zelis Claims Integrity, LLC | NONE | $100,585 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $76,586 | not reported in the loaded dataset |
| Delta Dental Of California | NONE | $53,810 | not reported in the loaded dataset |
| Beeson, Tayer & Bodine, Apc | NONE | $32,792 | not reported in the loaded dataset |
| Alan Biller And Associates | NONE | $30,000 | not reported in the loaded dataset |
| Iron Mountain | NONE | $29,456 | not reported in the loaded dataset |
| Reich, Adell & Cvitan, A Plc | NONE | $24,173 | not reported in the loaded dataset |
| Teamsters Assistance Program | NONE | $19,525 | not reported in the loaded dataset |
| Optum Rx, Inc. | NONE | $8,721 | $2,871 |
| City National Bank | NONE | $10,967 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $6,615 | not reported in the loaded dataset |