California Health Insurance Trust For Acec-California — Form 5500 plan (Acec 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, California Health Insurance Trust For Acec-California is a benefit plan reported by Acec California under EIN 94-1331745 and plan number 501. The latest loaded filing year is 2023. The filing reports 397 participants and $1,011,911 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Acec California
EIN
94-1331745
Plan number
501
Plan type
2
Location
Sacramento, CA
Latest filing year
2023
Participants
397
End-of-year plan assets
$1,011,911

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023397H, C20241028162019NAL0003967393003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,011,911
Net assets (EOY)
$1,011,911
Net assets (BOY)
$1,358,270

Income & contributions

Employer contributions
$136,001
Total contributions
$136,001
Total income / additions
$240,272

Expenses & distributions

Benefits paid
$470,699
Administrative expenses
$115,932
Total expenses
$586,631
Net increase / (decrease)
-$346,359

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit & Risk Management ServicesNONE$55,404not reported in the loaded dataset2023
John Waddell & Co CpasNONE$24,523not reported in the loaded dataset2023

Related Form 5500 pages