Cement Masons Health And Welfare Trust Fund For Northern California — Form 5500 plan (Cement Masons Health & Welfare Trust For N Cal)
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, Cement Masons Health And Welfare Trust Fund For Northern California is a benefit plan reported by Cement Masons Health & Welfare Trust For N Cal under EIN 94-1291152 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,105 participants and $99,413,372 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cement Masons Health & Welfare Trust For N Cal
- EIN
- 94-1291152
- Plan number
- 501
- Plan type
- 1
- Location
- Dublin, CA
- Latest filing year
- 2023
- Participants
- 3,105
- End-of-year plan assets
- $99,413,372
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,105 | H, C | 20250616185458NAL0000559107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $99,413,372
- Total liabilities (EOY)
- $14,533,091
- Net assets (EOY)
- $84,880,281
- Net assets (BOY)
- $76,096,422
Income & contributions
- Employer contributions
- $40,806,483
- Participant contributions
- $2,505,384
- Total contributions
- $43,311,867
- Total income / additions
- $48,437,880
Expenses & distributions
- Benefits paid
- $37,189,262
- Administrative expenses
- $2,464,759
- Total expenses
- $39,654,021
- Net increase / (decrease)
- $8,783,859
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Blue Cross Of California | NONE | $529,256 | not reported in the loaded dataset | 2023 |
| Hs&Ba | NONE | $526,784 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $390,073 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $171,072 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $156,571 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger & Rosenfeld | NONE | $97,460 | not reported in the loaded dataset | 2023 |
| Trucker Huss | NONE | $84,691 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $73,785 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $61,674 | $0 | 2023 |
| Quest Diagnostics | NONE | $57,091 | not reported in the loaded dataset | 2023 |
| Mcmorgan & Company LLC | NONE | $54,807 | $0 | 2023 |
| Aabco Printing | NONE | $51,818 | not reported in the loaded dataset | 2023 |
| Pacific Health Alliance | NONE | $40,887 | not reported in the loaded dataset | 2023 |
| Bullivant Houser Bailey Pc | NONE | $33,612 | not reported in the loaded dataset | 2023 |
| The London Company | NONE | $23,519 | $288 | 2023 |
| Us Bank National Association | NONE | $12,754 | $0 | 2023 |
| Garcia Hamilton & Associates | NONE | $12,249 | not reported in the loaded dataset | 2023 |
| Optum Rx Inc. | NONE | $0 | $8,693 | 2023 |
| Segall Bryant & Hamill, LLC | NONE | $6,483 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cement Masons Health & Welfare Trust For N Cal
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Dublin, CA
- Anthem Blue Cross Of California — Schedule C compensation
- Hs&Ba — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- The Segal Company — Schedule C compensation
- Delta Dental — Schedule C compensation
- Weinberg, Roger & Rosenfeld — Schedule C compensation
- Trucker Huss — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Quest Diagnostics — Schedule C compensation
- Mcmorgan & Company LLC — Schedule C compensation
- Aabco Printing — Schedule C compensation
- Pacific Health Alliance — Schedule C compensation
- Bullivant Houser Bailey Pc — Schedule C compensation
- The London Company — Schedule C compensation
- Us Bank National Association — Schedule C compensation
- Garcia Hamilton & Associates — Schedule C compensation
- Optum Rx Inc. — Schedule C compensation
- Segall Bryant & Hamill, LLC — Schedule C compensation