California Employers Healthcare Alliance Trust — Form 5500 plan (Board Of Trustees, California Employers Healthcare)

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, California Employers Healthcare Alliance Trust is a benefit plan reported by Board Of Trustees, California Employers Healthcare under EIN 27-6204864 and plan number 501. The latest loaded filing year is 2023. The filing reports 384 participants and $31,218 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees, California Employers Healthcare
EIN
27-6204864
Plan number
501
Plan type
1
Location
Glendale, CA
Latest filing year
2023
Participants
384
End-of-year plan assets
$31,218

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023384H, C20241010155505NAL0020479281001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,218
Total liabilities (EOY)
$41,614
Net assets (EOY)
-$10,396
Net assets (BOY)
$105,952

Income & contributions

Employer contributions
$5,866,862
Participant contributions
$13,088
Total contributions
$5,879,950
Total income / additions
$5,879,950

Expenses & distributions

Benefits paid
$5,704,345
Administrative expenses
$291,953
Total expenses
$5,996,298
Net increase / (decrease)
-$116,348

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pacific Federal LLCNONE$174,180not reported in the loaded dataset2023
Lamar CompaniesNONE$29,782not reported in the loaded dataset2023
Bush Gottlieb, A Law CorporationNONE$23,282not reported in the loaded dataset2023
Vasquez & Co., LlpNONE$19,031not reported in the loaded dataset2023
Mesa Pacific, LLCNONE$17,000not reported in the loaded dataset2023
Bleiweiss Communications IncNONE$9,000not reported in the loaded dataset2023

Related Form 5500 pages