2023 Form 5500 filing — Bay Area Automotive Group Welfare 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 20250914221420NAL0000641009001) for Bay Area Automotive Group Welfare Fund, reported by Board Of Trustees Of Bay Area Automotive Group Welfare Fund under EIN 94-6072964 and plan number 501. It reports 2,252 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250914221420NAL0000641009001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Bay Area Automotive Group Welfare Fund
- EIN
- 94-6072964
- Plan number
- 501
- Location
- Dublin, CA
- Participants
- 2,252
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,090,419
- Total liabilities (EOY)
- $2,440,614
- Net assets (EOY)
- $32,649,805
- Employer contributions
- $49,670,048
- Participant contributions
- $206,347
- Total income / additions
- $52,195,999
- Benefits paid
- $46,386,987
- Administrative expenses
- $1,831,841
- Total expenses
- $48,218,828
- Net increase / (decrease)
- $3,977,171
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Health Srvcs & Bnft Administrators | NONE | $1,101,810 | not reported in the loaded dataset |
| Withumsmith+Brown, P.C. | NONE | $193,614 | not reported in the loaded dataset |
| Rael & Letson | NONE | $134,300 | not reported in the loaded dataset |
| Anthem Blue Cross Of California | NONE | $132,536 | not reported in the loaded dataset |
| Beeson, Tayer, And Bodine | NONE | $76,400 | not reported in the loaded dataset |
| Teamsters Assistance Program | NONE | $56,205 | not reported in the loaded dataset |
| Rbc Wealth Management | NONE | $55,623 | not reported in the loaded dataset |
| Premier Access | NONE | $22,790 | not reported in the loaded dataset |
| Medexpert | NONE | $14,875 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $0 | $7,052 |
| Abbco Printing | NONE | $5,921 | not reported in the loaded dataset |
| Tony Delorio | NONE | $5,718 | not reported in the loaded dataset |