California Health Collaborative Pension Plan — Form 5500 plan (California Health Collaborative)
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 Collaborative Pension Plan is a benefit plan reported by California Health Collaborative under EIN 94-2862660 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $8,606,780 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Health Collaborative
- EIN
- 94-2862660
- Plan number
- 001
- Plan type
- 2
- Location
- Fresno, CA
- Latest filing year
- 2023
- Participants
- 144
- End-of-year plan assets
- $8,606,780
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20241015135653NAL0028659537001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,606,780
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,606,780
- Net assets (BOY)
- $6,561,359
Income & contributions
- Employer contributions
- $508,598
- Participant contributions
- $387,473
- Total contributions
- $896,071
- Total income / additions
- $2,250,861
Expenses & distributions
- Benefits paid
- $200,365
- Administrative expenses
- $5,075
- Total expenses
- $205,440
- Net increase / (decrease)
- $2,045,421
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity Services | SERVICE PROVIDER | $0 | $26,322 | 2023 |