California Service Employees Health And Welfare Trust Fund — Form 5500 plan (Board Of Trustees Of Ca Service Employees Health And Welfare Trust)
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 Service Employees Health And Welfare Trust Fund is a benefit plan reported by Board Of Trustees Of Ca Service Employees Health And Welfare Trust under EIN 94-1206350 and plan number 501. The latest loaded filing year is 2023. The filing reports 9,362 participants and $160,648,171 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Ca Service Employees Health And Welfare Trust
- EIN
- 94-1206350
- Plan number
- 501
- Plan type
- 1
- Location
- Brisbane, CA
- Latest filing year
- 2023
- Participants
- 9,362
- End-of-year plan assets
- $160,648,171
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,362 | H, C | 20250217135825NAL0001239891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $160,648,171
- Total liabilities (EOY)
- $1,201,828
- Net assets (EOY)
- $159,446,343
- Net assets (BOY)
- $143,440,168
Income & contributions
- Employer contributions
- $129,847,880
- Participant contributions
- $285,640
- Total contributions
- $131,475,408
- Total income / additions
- $137,352,860
Expenses & distributions
- Benefits paid
- $117,841,109
- Administrative expenses
- $3,505,576
- Total expenses
- $121,346,685
- Net increase / (decrease)
- $16,006,175
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwest Administrators Inc | NONE | $854,709 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $393,146 | not reported in the loaded dataset | 2023 |
| Virginia Virgil | EMPLOYEE | $280,035 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $236,296 | not reported in the loaded dataset | 2023 |
| Mcmorgan & Company LLC | NONE | $209,651 | not reported in the loaded dataset | 2023 |
| Leticia Caamano | EMPLOYEE | $132,579 | not reported in the loaded dataset | 2023 |
| Analyn Camanag | EMPLOYEE | $131,462 | not reported in the loaded dataset | 2023 |
| Maritza Marrufo | EMPLOYEE | $118,897 | not reported in the loaded dataset | 2023 |
| Aabco Printing | NONE | $104,449 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $99,154 | not reported in the loaded dataset | 2023 |
| Erik G Sanchez | EMPLOYEE | $87,856 | not reported in the loaded dataset | 2023 |
| Saltzman & Johnson | NONE | $76,851 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $68,750 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger & Rosenfeld | NONE | $65,846 | not reported in the loaded dataset | 2023 |
| James M Altieri | TRUSTEE | $58,979 | not reported in the loaded dataset | 2023 |
| Larry Smith | TRUSTEE | $58,214 | not reported in the loaded dataset | 2023 |
| Ray Nann | TRUSTEE | $58,214 | not reported in the loaded dataset | 2023 |
| Anthem Blue Crosslife & Health Ins. | NONE | $39,814 | not reported in the loaded dataset | 2023 |
| Iron Mountain | NONE | $31,020 | not reported in the loaded dataset | 2023 |
| Villasenor Maricela | EMPLOYEE | $29,063 | not reported in the loaded dataset | 2023 |
| Stephen Horn Insurance Svc. | NONE | $0 | $23,730 | 2023 |
| Us Bank | NONE | $15,947 | $0 | 2023 |
| Fremont Bank | NONE | $14,400 | not reported in the loaded dataset | 2023 |
| Optum Rx | NONE | $7,274 | $537 | 2023 |
| Amalgamated Bank | NONE | $5,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Ca Service Employees Health And Welfare Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Brisbane, CA
- Northwest Administrators Inc — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Virginia Virgil — Schedule C compensation
- The Segal Company — Schedule C compensation
- Mcmorgan & Company LLC — Schedule C compensation
- Leticia Caamano — Schedule C compensation
- Analyn Camanag — Schedule C compensation
- Maritza Marrufo — Schedule C compensation
- Aabco Printing — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Erik G Sanchez — Schedule C compensation
- Saltzman & Johnson — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Weinberg, Roger & Rosenfeld — Schedule C compensation
- James M Altieri — Schedule C compensation
- Larry Smith — Schedule C compensation
- Ray Nann — Schedule C compensation
- Anthem Blue Crosslife & Health Ins. — Schedule C compensation
- Iron Mountain — Schedule C compensation
- Villasenor Maricela — Schedule C compensation
- Stephen Horn Insurance Svc. — Schedule C compensation
- Us Bank — Schedule C compensation
- Fremont Bank — Schedule C compensation
- Optum Rx — Schedule C compensation
- Amalgamated Bank — Schedule C compensation