Workers' Compensation Insurance Rating Bureau Of California 401(K) Plan — Form 5500 plan (Workers'Compensation Insurance Rating Bureau Of California)
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, Workers' Compensation Insurance Rating Bureau Of California 401(K) Plan is a benefit plan reported by Workers'Compensation Insurance Rating Bureau Of California under EIN 94-0358760 and plan number 002. The latest loaded filing year is 2023. The filing reports 240 participants and $47,318,685 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Workers'Compensation Insurance Rating Bureau Of California
- EIN
- 94-0358760
- Plan number
- 002
- Plan type
- 2
- Location
- Oakland, CA
- Latest filing year
- 2023
- Participants
- 240
- End-of-year plan assets
- $47,318,685
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H, C | 20241006163337NAL0008292995001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,318,685
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,318,685
- Net assets (BOY)
- $44,815,409
Income & contributions
- Employer contributions
- $1,053,238
- Participant contributions
- $2,235,336
- Total contributions
- $3,361,530
- Total income / additions
- $10,971,894
Expenses & distributions
- Benefits paid
- $8,364,729
- Administrative expenses
- $103,305
- Total expenses
- $8,468,618
- Net increase / (decrease)
- $2,503,276
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nwk Group | NONE | $60,884 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $46,291 | $0 | 2023 |
| Withum Smith+Brown, Pc | NONE | $13,780 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Workers'Compensation Insurance Rating Bureau Of California
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Oakland, CA
- Nwk Group — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Withum Smith+Brown, Pc — Schedule C compensation