California State Firefighters Employee Welfare Benefits Corporation Group Insurance Plan — Form 5500 plan (California State Firefighters' Employee Welfare Benefits Corporation)
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 State Firefighters Employee Welfare Benefits Corporation Group Insurance Plan is a benefit plan reported by California State Firefighters' Employee Welfare Benefits Corporation under EIN 68-0258703 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,943 participants and $5,761,580 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California State Firefighters' Employee Welfare Benefits Corporation
- EIN
- 68-0258703
- Plan number
- 501
- Plan type
- 2
- Location
- Carmichael, CA
- Latest filing year
- 2023
- Participants
- 1,943
- End-of-year plan assets
- $5,761,580
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,943 | H, C | 20250408153931NAL0030159024001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,761,580
- Total liabilities (EOY)
- $521,871
- Net assets (EOY)
- $5,239,709
- Net assets (BOY)
- $5,107,561
Income & contributions
- Employer contributions
- $735,490
- Total contributions
- $1,456,127
- Total income / additions
- $2,003,266
Expenses & distributions
- Benefits paid
- $587,608
- Administrative expenses
- $1,283,510
- Total expenses
- $1,871,118
- Net increase / (decrease)
- $132,148
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adapt Management | CONTRACTOR | $125,520 | not reported in the loaded dataset | 2023 |
| Ameritrade | INVESTMENT ADVISORY | $40,443 | not reported in the loaded dataset | 2023 |
| Gilbert Cpas | CONTRACTOR | $36,455 | not reported in the loaded dataset | 2023 |
| Accounting & Consulting Services | CONTRACTOR | $21,844 | not reported in the loaded dataset | 2023 |
| Boutin Jones Inc | SERVICE PROVIDER | $13,896 | not reported in the loaded dataset | 2023 |
| Charles Schwab | INVESTMENT ADVISORY | $12,424 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for California State Firefighters' Employee Welfare Benefits Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Carmichael, CA
- Adapt Management — Schedule C compensation
- Ameritrade — Schedule C compensation
- Gilbert Cpas — Schedule C compensation
- Accounting & Consulting Services — Schedule C compensation
- Boutin Jones Inc — Schedule C compensation
- Charles Schwab — Schedule C compensation