2023 Form 5500 filing — California Teachers Association Employees Health And Welfare Benefits Trust
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 20260209180036NAL0003232146001) for California Teachers Association Employees Health And Welfare Benefits Trust, reported by Board Of Trustees Of California Teachers Association Employees Heal under EIN 94-6667029 and plan number 501. It reports 1,129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260209180036NAL0003232146001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of California Teachers Association Employees Heal
- EIN
- 94-6667029
- Plan number
- 501
- Location
- Stockton, CA
- Participants
- 1,129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,992,807
- Total liabilities (EOY)
- $4,200,379
- Net assets (EOY)
- $16,792,428
- Employer contributions
- $24,291,092
- Participant contributions
- $71,171
- Total income / additions
- $28,042,891
- Benefits paid
- $27,467,497
- Administrative expenses
- $1,706,693
- Total expenses
- $29,174,190
- Net increase / (decrease)
- -$1,131,299
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Blue Cross | NONE | $348,423 | not reported in the loaded dataset |
| Hanson Bridgett Llp | NONE | $345,244 | not reported in the loaded dataset |
| Zenith American Solutions, Inc. | NONE | $298,960 | not reported in the loaded dataset |
| Express Scripts, Inc. | NONE | $216,237 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $143,928 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $98,480 | not reported in the loaded dataset |
| Delta Dental Of California | NONE | $78,927 | not reported in the loaded dataset |
| Rvk, Inc. | NONE | $23,750 | not reported in the loaded dataset |
| William C. Earhart Co., Inc. | NONE | $20,334 | not reported in the loaded dataset |
| Us Bank, Na. | NONE | $18,493 | $0 |
| Corporate Mail Service | NONE | $17,509 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $8,456 | not reported in the loaded dataset |
| Sara Vega-Junge | NONE | $6,666 | not reported in the loaded dataset |