B.A.C. Local No 3 Health And Welfare Plan — Form 5500 plan (Board Of Trustees, B.A.C. Local No 3 Health And)
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, B.A.C. Local No 3 Health And Welfare Plan is a benefit plan reported by Board Of Trustees, B.A.C. Local No 3 Health And under EIN 23-7034407 and plan number 501. The latest loaded filing year is 2023. The filing reports 590 participants and $15,804,751 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, B.A.C. Local No 3 Health And
- EIN
- 23-7034407
- Plan number
- 501
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 590
- End-of-year plan assets
- $15,804,751
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 590 | H, C | 20250404185505NAL0020275680001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,804,751
- Total liabilities (EOY)
- $6,820,115
- Net assets (EOY)
- $8,984,636
- Net assets (BOY)
- $9,710,276
Income & contributions
- Employer contributions
- $10,660,012
- Participant contributions
- $324,541
- Total contributions
- $11,009,993
- Total income / additions
- $11,534,155
Expenses & distributions
- Benefits paid
- $11,487,446
- Administrative expenses
- $772,349
- Total expenses
- $12,259,795
- Net increase / (decrease)
- -$725,640
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $364,633 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $77,285 | not reported in the loaded dataset | 2023 |
| Withum Smith & Brown Pc | NONE | $68,651 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $56,664 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $43,000 | not reported in the loaded dataset | 2023 |
| Kraw Law Group | NONE | $32,180 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $26,745 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $13,411 | $0 | 2023 |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $13,198 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill | NONE | $9,330 | not reported in the loaded dataset | 2023 |
| Atalanta Sosnoff Capital LLC | NONE | $7,394 | not reported in the loaded dataset | 2023 |
| Smart Source LLC | NONE | $7,083 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, B.A.C. Local No 3 Health And
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Benesys, Inc. — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Withum Smith & Brown Pc — Schedule C compensation
- Delta Dental — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Kraw Law Group — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Us Bank — Schedule C compensation
- Neyhart, Anderson, Flynn & Grosboll — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Atalanta Sosnoff Capital LLC — Schedule C compensation
- Smart Source LLC — Schedule C compensation