Abc California Health Trust Welfare Benefit Plan — Form 5500 plan (Associated Builders And Contractors Of California, San Diego Chapter)
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, Abc California Health Trust Welfare Benefit Plan is a benefit plan reported by Associated Builders And Contractors Of California, San Diego Chapter under EIN 33-6069031 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,814 participants and $8,650,107 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Associated Builders And Contractors Of California, San Diego Chapter
- EIN
- 33-6069031
- Plan number
- 501
- Plan type
- 3
- Location
- Poway, CA
- Latest filing year
- 2023
- Participants
- 1,814
- End-of-year plan assets
- $8,650,107
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,814 | H, C | 20241011171643NAL0022415585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,650,107
- Total liabilities (EOY)
- $2,752,022
- Net assets (EOY)
- $5,898,085
- Net assets (BOY)
- $5,079,545
Income & contributions
- Employer contributions
- $18,441,220
- Participant contributions
- $91,241
- Total contributions
- $18,532,461
- Total income / additions
- $19,196,917
Expenses & distributions
- Benefits paid
- $16,554,457
- Administrative expenses
- $1,823,920
- Total expenses
- $18,378,377
- Net increase / (decrease)
- $818,540
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| West Coast Group Benefits | PLAN SERVICE PROVIDER | $842,571 | not reported in the loaded dataset | 2023 |
| Polycomp Administrative Services | PLAN SERVICE PROVIDER | $429,258 | not reported in the loaded dataset | 2023 |
| Wolds Vanderwal Pc | PLAN SERVICE PROVIDER | $141,367 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | PLAN SERVICE PROVIDER | $46,980 | not reported in the loaded dataset | 2023 |
| Wagner Law Group | PLAN SERVICE PROVIDER | $30,207 | not reported in the loaded dataset | 2023 |
| Clelland & Company | PLAN SERVICE PROVIDER | $13,004 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Associated Builders And Contractors Of California, San Diego Chapter
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Poway, CA
- West Coast Group Benefits — Schedule C compensation
- Polycomp Administrative Services — Schedule C compensation
- Wolds Vanderwal Pc — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Wagner Law Group — Schedule C compensation
- Clelland & Company — Schedule C compensation