Plan5500

Consolidated Builders Benefits Trust Health And Welfare Plan — Form 5500 plan (Consolidated Builders Benefits Trust)

Plain-English plan 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, Consolidated Builders Benefits Trust Health And Welfare Plan is a benefit plan reported by Consolidated Builders Benefits Trust under EIN 23-2919556 and plan number 501. The latest loaded filing year is 2023. The filing reports 287 participants and $192,729 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Consolidated Builders Benefits Trust
EIN
23-2919556
Plan number
501
Plan type
3
Location
Indiana, PA
Latest filing year
2023
Participants
287
End-of-year plan assets
$192,729

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023287H, C20250218155811NAL0003325153001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$192,729
Total liabilities (EOY)
$136,903
Net assets (EOY)
$55,826
Net assets (BOY)
$64,231

Income & contributions

Employer contributions
$1,241,970
Total contributions
$1,250,970
Total income / additions
$1,250,970

Expenses & distributions

Benefits paid
$1,221,836
Administrative expenses
$37,539
Total expenses
$1,259,375
Net increase / (decrease)
-$8,405

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Grossman Yanak & Ford LlpNONE$18,160not reported in the loaded dataset2023
My Benefit Advisor, LLCADMINISTRATOR$11,475not reported in the loaded dataset2023

Related Form 5500 pages