2023 Form 5500 filing — California Nurses Association Benefit 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 20260227133500NAL0000176579001) for California Nurses Association Benefit Trust, reported by Board Of Trustees Of California Nurses Association Benefit Trust under EIN 94-3155322 and plan number 501. It reports 3,296 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260227133500NAL0000176579001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of California Nurses Association Benefit Trust
- EIN
- 94-3155322
- Plan number
- 501
- Location
- Dublin, CA
- Participants
- 3,296
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,644,922
- Total liabilities (EOY)
- $241,086
- Net assets (EOY)
- $3,403,836
- Employer contributions
- $3,285,839
- Participant contributions
- $99,083
- Total income / additions
- $3,549,405
- Benefits paid
- $3,034,712
- Administrative expenses
- $305,661
- Total expenses
- $3,340,373
- Net increase / (decrease)
- $209,032
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hs&Ba | NONE | $252,014 | not reported in the loaded dataset |
| Creative Planning | NONE | $13,967 | not reported in the loaded dataset |
| Henningfield & Associates,Inc | NONE | $12,000 | not reported in the loaded dataset |