North Coast Trust Fund — Form 5500 plan (Board Of Trustees, North Coast Trust Fund)
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, North Coast Trust Fund is a benefit plan reported by Board Of Trustees, North Coast Trust Fund under EIN 94-1672782 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,378 participants and $36,635,625 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, North Coast Trust Fund
- EIN
- 94-1672782
- Plan number
- 501
- Plan type
- 1
- Location
- Alameda, CA
- Latest filing year
- 2023
- Participants
- 1,378
- End-of-year plan assets
- $36,635,625
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,378 | H, C | 20250415202502NAL0007538946001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,635,625
- Total liabilities (EOY)
- $3,257,551
- Net assets (EOY)
- $33,378,074
- Net assets (BOY)
- $31,623,280
Income & contributions
- Employer contributions
- $28,536,972
- Participant contributions
- $559,547
- Total contributions
- $29,096,519
- Total income / additions
- $31,582,861
Expenses & distributions
- Benefits paid
- $28,741,578
- Administrative expenses
- $1,086,489
- Total expenses
- $29,828,067
- Net increase / (decrease)
- $1,754,794
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $512,185 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $99,394 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $98,974 | not reported in the loaded dataset | 2023 |
| Beeson, Tayer & Bodine | NONE | $95,433 | not reported in the loaded dataset | 2023 |
| Mcmorgan & Company, LLC | NONE | $93,598 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross | NONE | $77,062 | $0 | 2023 |
| Premier Access | NONE | $73,759 | not reported in the loaded dataset | 2023 |
| Zelis Claims Integrity, LLC | NONE | $32,867 | not reported in the loaded dataset | 2023 |
| Teamsters Assistance Program | NONE | $30,382 | not reported in the loaded dataset | 2023 |
| Russell G. Woodson, D.D.S. | NONE | $10,800 | not reported in the loaded dataset | 2023 |
| Medexpert International, Inc | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, North Coast Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Alameda, CA
- Zenith American Solutions — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Beeson, Tayer & Bodine — Schedule C compensation
- Mcmorgan & Company, LLC — Schedule C compensation
- Anthem Blue Cross — Schedule C compensation
- Premier Access — Schedule C compensation
- Zelis Claims Integrity, LLC — Schedule C compensation
- Teamsters Assistance Program — Schedule C compensation
- Russell G. Woodson, D.D.S. — Schedule C compensation
- Medexpert International, Inc — Schedule C compensation