San Francisco Culinary Bartenders & Service Employees Welfare Fund — Form 5500 plan (Board Of Trustees, San Francisco Culinary Bartenders &)
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, San Francisco Culinary Bartenders & Service Employees Welfare Fund is a benefit plan reported by Board Of Trustees, San Francisco Culinary Bartenders & under EIN 94-1645611 and plan number 501. The latest loaded filing year is 2023. The filing reports 10,061 participants and $121,320,364 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, San Francisco Culinary Bartenders &
- EIN
- 94-1645611
- Plan number
- 501
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 10,061
- End-of-year plan assets
- $121,320,364
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,061 | H, C | 20250114132504NAL0040328034001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $121,320,364
- Total liabilities (EOY)
- $34,430,241
- Net assets (EOY)
- $86,890,123
- Net assets (BOY)
- $52,917,400
Income & contributions
- Employer contributions
- $173,438,169
- Participant contributions
- $380,350
- Total contributions
- $174,683,871
- Total income / additions
- $178,929,583
Expenses & distributions
- Benefits paid
- $142,096,316
- Administrative expenses
- $2,860,544
- Total expenses
- $144,956,860
- Net increase / (decrease)
- $33,972,723
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys Administrators, Inc. | NONE | $1,064,188 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $441,869 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $127,050 | not reported in the loaded dataset | 2023 |
| Smartsource, LLC | NONE | $87,680 | not reported in the loaded dataset | 2023 |
| Leonard Carder Llp | NONE | $85,698 | not reported in the loaded dataset | 2023 |
| Ascendent Healthcare | NONE | $72,715 | not reported in the loaded dataset | 2023 |
| Scholarmatch | NONE | $66,900 | not reported in the loaded dataset | 2023 |
| Northwest Administrators Inc. | NONE | $61,177 | not reported in the loaded dataset | 2023 |
| Paul Gehrman | NONE | $45,768 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $36,800 | not reported in the loaded dataset | 2023 |
| Iron Mountain | NONE | $34,226 | not reported in the loaded dataset | 2023 |
| Self Help For The Elderly | NONE | $31,500 | not reported in the loaded dataset | 2023 |
| Unite Here Local 2 | PLAN SPONSOR | $27,648 | not reported in the loaded dataset | 2023 |
| Paulette Mcmillian | NONE | $27,586 | not reported in the loaded dataset | 2023 |
| Vanguard | NONE | $25,208 | not reported in the loaded dataset | 2023 |
| Tech Hospitality, Inc. | NONE | $24,662 | not reported in the loaded dataset | 2023 |
| Ullico | NONE | $17,042 | not reported in the loaded dataset | 2023 |
| Compliance Audit Services, Inc. | NONE | $16,316 | not reported in the loaded dataset | 2023 |
| Income Research Management | NONE | $9,140 | not reported in the loaded dataset | 2023 |
| Direct Marketing Solutions, Inc. | NONE | $8,580 | not reported in the loaded dataset | 2023 |
| Marsh Mclennan Agency LLC | NONE | $0 | $8,267 | 2023 |
| Nepc, LLC | NONE | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, San Francisco Culinary Bartenders &
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Benesys Administrators, Inc. — Schedule C compensation
- Delta Dental — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Smartsource, LLC — Schedule C compensation
- Leonard Carder Llp — Schedule C compensation
- Ascendent Healthcare — Schedule C compensation
- Scholarmatch — Schedule C compensation
- Northwest Administrators Inc. — Schedule C compensation
- Paul Gehrman — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Iron Mountain — Schedule C compensation
- Self Help For The Elderly — Schedule C compensation
- Unite Here Local 2 — Schedule C compensation
- Paulette Mcmillian — Schedule C compensation
- Vanguard — Schedule C compensation
- Tech Hospitality, Inc. — Schedule C compensation
- Ullico — Schedule C compensation
- Compliance Audit Services, Inc. — Schedule C compensation
- Income Research Management — Schedule C compensation
- Direct Marketing Solutions, Inc. — Schedule C compensation
- Marsh Mclennan Agency LLC — Schedule C compensation
- Nepc, LLC — Schedule C compensation