Carpenters Health And Welfare Trust Fund For California — Form 5500 plan (Carpenters Health And Welfare Trust Fund For Northern 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, Carpenters Health And Welfare Trust Fund For California is a benefit plan reported by Carpenters Health And Welfare Trust Fund For Northern California under EIN 94-1234856 and plan number 501. The latest loaded filing year is 2023. The filing reports 26,061 participants and $738,397,869 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carpenters Health And Welfare Trust Fund For Northern California
- EIN
- 94-1234856
- Plan number
- 501
- Plan type
- 1
- Location
- Oakland, CA
- Latest filing year
- 2023
- Participants
- 26,061
- End-of-year plan assets
- $738,397,869
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 26,061 | H, C | 20250616165644NAL0001167697003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $738,397,869
- Total liabilities (EOY)
- $307,578,320
- Net assets (EOY)
- $430,819,549
- Net assets (BOY)
- $472,317,136
Income & contributions
- Employer contributions
- $400,757,286
- Participant contributions
- $30,941,340
- Total contributions
- $431,698,626
- Total income / additions
- $496,122,647
Expenses & distributions
- Benefits paid
- $523,102,908
- Administrative expenses
- $14,517,326
- Total expenses
- $537,620,234
- Net increase / (decrease)
- -$41,497,587
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cfao | SALARIED ADMINISTRATOR | $7,526,034 | not reported in the loaded dataset | 2023 |
| Blue Cross Of California | NONE | $2,538,271 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $1,291,301 | not reported in the loaded dataset | 2023 |
| Hst Technology | NONE | $719,321 | not reported in the loaded dataset | 2023 |
| Medco Health Solutions | NONE | $677,962 | not reported in the loaded dataset | 2023 |
| Segal Company | NONE | $236,174 | not reported in the loaded dataset | 2023 |
| Camden Asset Managment | NONE | $0 | $223,614 | 2023 |
| Kraw Law Group | NONE | $135,638 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $101,898 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger And Rosenfeld | NONE | $93,155 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | NONE | $89,037 | $0 | 2023 |
| Eide Bailly Llp | NONE | $84,445 | not reported in the loaded dataset | 2023 |
| Alan Biller Associates | NONE | $63,171 | not reported in the loaded dataset | 2023 |
| Audax Group | NONE | $30,187 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $0 | $21,903 | 2023 |
| Boehm & Associates | NONE | $0 | $18,925 | 2023 |
| Opus Investment Advisors | NONE | $16,507 | not reported in the loaded dataset | 2023 |
| Invesco | NONE | $8,255 | not reported in the loaded dataset | 2023 |
| Wagner Law Group | NONE | $7,245 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carpenters Health And Welfare Trust Fund For Northern California
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Oakland, CA
- Cfao — Schedule C compensation
- Blue Cross Of California — Schedule C compensation
- Delta Dental — Schedule C compensation
- Hst Technology — Schedule C compensation
- Medco Health Solutions — Schedule C compensation
- Segal Company — Schedule C compensation
- Camden Asset Managment — Schedule C compensation
- Kraw Law Group — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Weinberg, Roger And Rosenfeld — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Alan Biller Associates — Schedule C compensation
- Audax Group — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Boehm & Associates — Schedule C compensation
- Opus Investment Advisors — Schedule C compensation
- Invesco — Schedule C compensation
- Wagner Law Group — Schedule C compensation