Bakers Health And Welfare Fund — Form 5500 plan (Board Of Trustees-Bakers Health And Welfare 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, Bakers Health And Welfare Fund is a benefit plan reported by Board Of Trustees-Bakers Health And Welfare Fund under EIN 94-6093929 and plan number 501. The latest loaded filing year is 2023. The filing reports 819 participants and $11,118,110 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees-Bakers Health And Welfare Fund
- EIN
- 94-6093929
- Plan number
- 501
- Plan type
- 1
- Location
- Alameda, CA
- Latest filing year
- 2023
- Participants
- 819
- End-of-year plan assets
- $11,118,110
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 819 | H, C | 20251204112137NAL0002097473001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,118,110
- Total liabilities (EOY)
- $423,721
- Net assets (EOY)
- $10,694,389
- Net assets (BOY)
- $10,105,234
Income & contributions
- Employer contributions
- $13,001,022
- Participant contributions
- $327,863
- Total contributions
- $13,328,885
- Total income / additions
- $14,175,783
Expenses & distributions
- Benefits paid
- $13,033,966
- Administrative expenses
- $552,662
- Total expenses
- $13,586,628
- Net increase / (decrease)
- $589,155
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions, Inc. | NONE | $244,773 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $86,815 | not reported in the loaded dataset | 2023 |
| Innovative Cost Management Services | NONE | $54,000 | not reported in the loaded dataset | 2023 |
| City National Bank | NONE | $49,157 | not reported in the loaded dataset | 2023 |
| Saltzman & Johnson Law Corporation | NONE | $41,982 | not reported in the loaded dataset | 2023 |
| Healthlinx, LLC | NONE | $30,400 | not reported in the loaded dataset | 2023 |
| Optum Rx Inc. | NONE | $12,854 | $1,423 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees-Bakers Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Alameda, CA
- Zenith American Solutions, Inc. — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Innovative Cost Management Services — Schedule C compensation
- City National Bank — Schedule C compensation
- Saltzman & Johnson Law Corporation — Schedule C compensation
- Healthlinx, LLC — Schedule C compensation
- Optum Rx Inc. — Schedule C compensation