Northern California Tile Industry Health & Welfare Trust Fund — Form 5500 plan (Board Of Trustees, Northern California Tile Industry)
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 Tile Industry Health & Welfare Trust Fund is a benefit plan reported by Board Of Trustees, Northern California Tile Industry under EIN 94-6173454 and plan number 501. The latest loaded filing year is 2023. The filing reports 624 participants and $22,173,206 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Northern California Tile Industry
- EIN
- 94-6173454
- Plan number
- 501
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 624
- End-of-year plan assets
- $22,173,206
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 624 | H, C | 20241014112516NAL0026036129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,173,206
- Total liabilities (EOY)
- $4,402,041
- Net assets (EOY)
- $17,771,165
- Net assets (BOY)
- $19,397,647
Income & contributions
- Employer contributions
- $8,620,035
- Participant contributions
- $317,229
- Total contributions
- $8,937,264
- Total income / additions
- $10,007,432
Expenses & distributions
- Benefits paid
- $10,932,356
- Administrative expenses
- $701,558
- Total expenses
- $11,633,914
- Net increase / (decrease)
- -$1,626,482
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sav-Rx Prescription Services | NONE | $520,760 | not reported in the loaded dataset | 2023 |
| Benesys Administrators Inc. | NONE | $178,426 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $97,034 | not reported in the loaded dataset | 2023 |
| California Physician'S Service | NONE | $59,070 | $0 | 2023 |
| Miller Kaplan Arase Llp | NONE | $39,000 | not reported in the loaded dataset | 2023 |
| Kraw Law Group | NONE | $35,613 | not reported in the loaded dataset | 2023 |
| Post Advisory Group | NONE | $34,176 | not reported in the loaded dataset | 2023 |
| Union Bank | NONE | $31,908 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $21,789 | not reported in the loaded dataset | 2023 |
| Neyhart Anderson Flyn & Grosboll | NONE | $13,063 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $12,125 | not reported in the loaded dataset | 2023 |
| Beat It Program Inc. | NONE | $10,124 | not reported in the loaded dataset | 2023 |
| Segall, Bryant & Hamill | NONE | $9,284 | not reported in the loaded dataset | 2023 |
| Ullico | NONE | $9,165 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Northern California Tile Industry
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Sav-Rx Prescription Services — Schedule C compensation
- Benesys Administrators Inc. — Schedule C compensation
- Rael & Letson — Schedule C compensation
- California Physician'S Service — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Kraw Law Group — Schedule C compensation
- Post Advisory Group — Schedule C compensation
- Union Bank — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Neyhart Anderson Flyn & Grosboll — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Beat It Program Inc. — Schedule C compensation
- Segall, Bryant & Hamill — Schedule C compensation
- Ullico — Schedule C compensation