Electrical Workers Health & Welfare Trust Fund For Contra Costa County — Form 5500 plan (Electrical Workers Health & Welfare Trust Fund For Contra Costa County)
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, Electrical Workers Health & Welfare Trust Fund For Contra Costa County is a benefit plan reported by Electrical Workers Health & Welfare Trust Fund For Contra Costa County under EIN 94-6085741 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,120 participants and $25,166,690 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Electrical Workers Health & Welfare Trust Fund For Contra Costa County
- EIN
- 94-6085741
- Plan number
- 501
- Plan type
- 1
- Location
- Martinez, CA
- Latest filing year
- 2023
- Participants
- 1,120
- End-of-year plan assets
- $25,166,690
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,120 | H, C | 20241015174610NAL0015191699004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,166,690
- Total liabilities (EOY)
- $7,820,120
- Net assets (EOY)
- $17,346,570
- Net assets (BOY)
- $12,983,089
Income & contributions
- Employer contributions
- $24,898,901
- Participant contributions
- $1,217,216
- Total contributions
- $26,116,117
- Total income / additions
- $28,283,471
Expenses & distributions
- Benefits paid
- $22,831,008
- Administrative expenses
- $1,088,982
- Total expenses
- $23,919,990
- Net increase / (decrease)
- $4,363,481
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Savrx Prescription Services | PRESCRIPTION SERVICE | $602,021 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Life & Health Ins | SERVICE PROVIDER | $248,992 | not reported in the loaded dataset | 2023 |
| Ccc Electrical Ind Labor Mgmt Co Tr | BENEFIT ADMINISTRATOR | $188,957 | not reported in the loaded dataset | 2023 |
| Solxsys | BENEFIT ADMINISTRATOR | $73,252 | not reported in the loaded dataset | 2023 |
| Rael & Letson | CONSULTANT | $48,092 | not reported in the loaded dataset | 2023 |
| Miller, Kaplan & Arase & Co., Llp | PAYROLL AUDITOR | $43,838 | not reported in the loaded dataset | 2023 |
| Lantan And Associates | SERVICE PROVIDER | $29,000 | not reported in the loaded dataset | 2023 |
| Neyhart, Anderson, Flynn & Grosboll | ATTORNEY | $25,202 | not reported in the loaded dataset | 2023 |
| Beat It Eap | EAP PROVIDER | $19,575 | not reported in the loaded dataset | 2023 |
| Aabco | SERVICE PROVIDER | $16,882 | $0 | 2023 |
| State Street Global Advisors | INVESTMENT MANAGER | $0 | $0 | 2023 |
| Dodge And Cox Funds - Dodgx Fund | CUSTODIAN | $0 | $0 | 2023 |
| Dodge And Cox Funds - Dodix Fund | CUSTODIAN | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Electrical Workers Health & Welfare Trust Fund For Contra Costa County
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Martinez, CA
- Savrx Prescription Services — Schedule C compensation
- Anthem Blue Cross Life & Health Ins — Schedule C compensation
- Ccc Electrical Ind Labor Mgmt Co Tr — Schedule C compensation
- Solxsys — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Miller, Kaplan & Arase & Co., Llp — Schedule C compensation
- Lantan And Associates — Schedule C compensation
- Neyhart, Anderson, Flynn & Grosboll — Schedule C compensation
- Beat It Eap — Schedule C compensation
- Aabco — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Dodge And Cox Funds - Dodgx Fund — Schedule C compensation
- Dodge And Cox Funds - Dodix Fund — Schedule C compensation