Producers' Health Benefits Plan — Form 5500 plan (Board Of Trustees Of The Producers' Health Benefits Plan)
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, Producers' Health Benefits Plan is a benefit plan reported by Board Of Trustees Of The Producers' Health Benefits Plan under EIN 31-6654730 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,304 participants and $25,254,691 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Producers' Health Benefits Plan
- EIN
- 31-6654730
- Plan number
- 501
- Plan type
- 3
- Location
- West Covina, CA
- Latest filing year
- 2023
- Participants
- 3,304
- End-of-year plan assets
- $25,254,691
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,304 | H, C | 20241015163510NAL0050472352001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,254,691
- Total liabilities (EOY)
- $777,504
- Net assets (EOY)
- $24,477,187
- Net assets (BOY)
- $23,794,301
Income & contributions
- Employer contributions
- $33,982,000
- Participant contributions
- $892,836
- Total contributions
- $34,874,836
- Total income / additions
- $38,712,379
Expenses & distributions
- Benefits paid
- $34,947,359
- Administrative expenses
- $3,082,134
- Total expenses
- $38,029,493
- Net increase / (decrease)
- $682,886
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys Administrators | NONE | $574,857 | not reported in the loaded dataset | 2023 |
| Employee 001 | EMPLOYEE | $277,539 | not reported in the loaded dataset | 2023 |
| Usi Insurance Services LLC | NONE | $250,000 | not reported in the loaded dataset | 2023 |
| Ellenoff Grossman & Schole Llp | NONE | $139,246 | not reported in the loaded dataset | 2023 |
| Actum LLC | NONE | $120,000 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | NONE | $107,970 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $107,880 | not reported in the loaded dataset | 2023 |
| Taylor And Taylor Associates, Inc | NONE | $102,354 | not reported in the loaded dataset | 2023 |
| Synergy Enrollment & Benefits, LLC | NONE | $75,111 | not reported in the loaded dataset | 2023 |
| Employee 002 | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Mill Creek Capital Advisors, LLC | NONE | $69,498 | not reported in the loaded dataset | 2023 |
| Employee 003 | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Innovation Health, LLC | NONE | $37,500 | not reported in the loaded dataset | 2023 |
| Smart Source LLC | NONE | $17,983 | not reported in the loaded dataset | 2023 |
| The Wagner Law Group | NONE | $15,543 | not reported in the loaded dataset | 2023 |
| Agincourt Capital Management, LLC | NONE | $12,431 | not reported in the loaded dataset | 2023 |
| Aperio Group, LLC | NONE | $9,060 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $8,781 | not reported in the loaded dataset | 2023 |
| Andrew Colon | TRUSTEE | $8,053 | not reported in the loaded dataset | 2023 |
| Daniel Rosenthal | TRUSTEE | $7,511 | not reported in the loaded dataset | 2023 |
| Coery Starck Pllc | NONE | $5,242 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Producers' Health Benefits Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in West Covina, CA
- Benesys Administrators — Schedule C compensation
- Employee 001 — Schedule C compensation
- Usi Insurance Services LLC — Schedule C compensation
- Ellenoff Grossman & Schole Llp — Schedule C compensation
- Actum LLC — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Taylor And Taylor Associates, Inc — Schedule C compensation
- Synergy Enrollment & Benefits, LLC — Schedule C compensation
- Employee 002 — Schedule C compensation
- Mill Creek Capital Advisors, LLC — Schedule C compensation
- Employee 003 — Schedule C compensation
- Innovation Health, LLC — Schedule C compensation
- Smart Source LLC — Schedule C compensation
- The Wagner Law Group — Schedule C compensation
- Agincourt Capital Management, LLC — Schedule C compensation
- Aperio Group, LLC — Schedule C compensation
- Us Bank — Schedule C compensation
- Andrew Colon — Schedule C compensation
- Daniel Rosenthal — Schedule C compensation
- Coery Starck Pllc — Schedule C compensation