Benefits Plus Trust Fund Welfare Benefit Plan — Form 5500 plan (Benefits Plus Trust Fund Welfare Benefit 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, Benefits Plus Trust Fund Welfare Benefit Plan is a benefit plan reported by Benefits Plus Trust Fund Welfare Benefit Plan under EIN 33-6162794 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,275 participants and $3,884,800 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Benefits Plus Trust Fund Welfare Benefit Plan
- EIN
- 33-6162794
- Plan number
- 501
- Plan type
- 3
- Location
- San Diego, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,275 | H | 20250115140017NAL0034357344003 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $3,884,800
- Total liabilities (EOY)
- $3,325,191
- Net assets (EOY)
- $559,609
- Net assets (BOY)
- $557,393
Income & contributions
- Employer contributions
- $7,973,863
- Participant contributions
- $11,259
- Total contributions
- $7,985,122
- Total income / additions
- $8,143,574
Expenses & distributions
- Benefits paid
- $8,137,223
- Administrative expenses
- $4,135
- Total expenses
- $8,141,358
- Net increase / (decrease)
- $2,216
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.