Northern California General Teamsters Security Fund — Form 5500 plan (Board Of Trustees Northern Cali General Teamsters 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, Northern California General Teamsters Security Fund is a benefit plan reported by Board Of Trustees Northern Cali General Teamsters Security Fund under EIN 94-6073033 and plan number 501. The latest loaded filing year is 2023. The filing reports 20,829 participants and $633,546,957 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Northern Cali General Teamsters Security Fund
- EIN
- 94-6073033
- Plan number
- 501
- Plan type
- 1
- Location
- Stockton, CA
- Latest filing year
- 2023
- Participants
- 20,829
- End-of-year plan assets
- $633,546,957
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20,829 | H, C | 20250515064254NAL0019442609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $633,546,957
- Total liabilities (EOY)
- $57,706,239
- Net assets (EOY)
- $575,840,718
- Net assets (BOY)
- $539,558,424
Income & contributions
- Employer contributions
- $395,365,002
- Participant contributions
- $486,043
- Total contributions
- $395,851,045
- Total income / additions
- $478,801,388
Expenses & distributions
- Benefits paid
- $388,190,300
- Administrative expenses
- $54,328,794
- Total expenses
- $442,519,094
- Net increase / (decrease)
- $36,282,294
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Delta Fund Administrators, LLC | NONE | $10,778,465 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross | NONE | $4,494,410 | not reported in the loaded dataset | 2023 |
| Mcmorgan & Company | NONE | $1,090,870 | not reported in the loaded dataset | 2023 |
| Delta Health Systems | NONE | $598,887 | not reported in the loaded dataset | 2023 |
| Optumrx, Inc | NONE | $504,373 | $0 | 2023 |
| Teamsters Alco/Drug Rehab Program | NONE | $444,235 | not reported in the loaded dataset | 2023 |
| Mackay Shields LLC | NONE | $0 | $420,369 | 2023 |
| Employer Auditing Services | NONE | $208,343 | not reported in the loaded dataset | 2023 |
| Rael And Letson | NONE | $154,800 | not reported in the loaded dataset | 2023 |
| Beeson, Tayer, Bodine Apc | NONE | $146,730 | not reported in the loaded dataset | 2023 |
| Pre-Sort Center Of Stockton, Inc. | NONE | $145,974 | not reported in the loaded dataset | 2023 |
| Verifi 1 | NONE | $135,697 | not reported in the loaded dataset | 2023 |
| Fidelity Investments | NONE | $104,065 | $0 | 2023 |
| U.S. Bank | NONE | $92,192 | $0 | 2023 |
| Withumsmith+Brown, Pc | NONE | $86,201 | not reported in the loaded dataset | 2023 |
| Healthlinx LLC | NONE | $76,400 | not reported in the loaded dataset | 2023 |
| Ebix Inc. | NONE | $68,490 | not reported in the loaded dataset | 2023 |
| Thaddous L. Archie, Dds | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Pacific Printing | NONE | $28,746 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Northern Cali General Teamsters Security Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Stockton, CA
- Delta Fund Administrators, LLC — Schedule C compensation
- Anthem Blue Cross — Schedule C compensation
- Mcmorgan & Company — Schedule C compensation
- Delta Health Systems — Schedule C compensation
- Optumrx, Inc — Schedule C compensation
- Teamsters Alco/Drug Rehab Program — Schedule C compensation
- Mackay Shields LLC — Schedule C compensation
- Employer Auditing Services — Schedule C compensation
- Rael And Letson — Schedule C compensation
- Beeson, Tayer, Bodine Apc — Schedule C compensation
- Pre-Sort Center Of Stockton, Inc. — Schedule C compensation
- Verifi 1 — Schedule C compensation
- Fidelity Investments — Schedule C compensation
- U.S. Bank — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Healthlinx LLC — Schedule C compensation
- Ebix Inc. — Schedule C compensation
- Thaddous L. Archie, Dds — Schedule C compensation
- Pacific Printing — Schedule C compensation