Bay Area Delivery Drivers Security Fund — Form 5500 plan (Board Of Trustees Bay Area Delivery Drivers Security 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, Bay Area Delivery Drivers Security Fund is a benefit plan reported by Board Of Trustees Bay Area Delivery Drivers Security Fund under EIN 94-6072965 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,455 participants and $21,994,264 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Bay Area Delivery Drivers Security Fund
- EIN
- 94-6072965
- Plan number
- 501
- Plan type
- 1
- Location
- Dublin, CA
- Latest filing year
- 2023
- Participants
- 2,455
- End-of-year plan assets
- $21,994,264
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,455 | H, C | 20250505090544NAL0005723699001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,994,264
- Total liabilities (EOY)
- $5,702,360
- Net assets (EOY)
- $16,291,904
- Net assets (BOY)
- $21,123,516
Income & contributions
- Employer contributions
- $43,026,868
- Participant contributions
- $913,699
- Total contributions
- $43,940,567
- Total income / additions
- $49,137,940
Expenses & distributions
- Benefits paid
- $51,934,255
- Administrative expenses
- $2,035,297
- Total expenses
- $53,969,552
- Net increase / (decrease)
- -$4,831,612
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Health Services & Benefit Admin | NONE | $956,032 | not reported in the loaded dataset | 2023 |
| Blue Cross Of California | NONE | $390,791 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $170,150 | not reported in the loaded dataset | 2023 |
| Mcmorgan & Company | NONE | $77,562 | not reported in the loaded dataset | 2023 |
| Beeson, Tayer, & Bodine | NONE | $73,994 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $56,101 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $42,150 | not reported in the loaded dataset | 2023 |
| Teamsters Assistance Program | NONE | $38,530 | not reported in the loaded dataset | 2023 |
| Road Runner | NONE | $8,127 | not reported in the loaded dataset | 2023 |
| Wheeler Printing | NONE | $6,565 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Bay Area Delivery Drivers Security Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Dublin, CA
- Health Services & Benefit Admin — Schedule C compensation
- Blue Cross Of California — Schedule C compensation
- The Segal Company — Schedule C compensation
- Mcmorgan & Company — Schedule C compensation
- Beeson, Tayer, & Bodine — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Teamsters Assistance Program — Schedule C compensation
- Road Runner — Schedule C compensation
- Wheeler Printing — Schedule C compensation