Northern California Soft Drink Industry And Teamst Health And Welfare Trust Fund — Form 5500 plan (Joint Board Northern Calif Soft Drink Ind And Teamsters Health And Wel)
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 Soft Drink Industry And Teamst Health And Welfare Trust Fund is a benefit plan reported by Joint Board Northern Calif Soft Drink Ind And Teamsters Health And Wel under EIN 94-6330971 and plan number 501. The latest loaded filing year is 2023. The filing reports 907 participants and $18,422,567 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Northern Calif Soft Drink Ind And Teamsters Health And Wel
- EIN
- 94-6330971
- Plan number
- 501
- Plan type
- 1
- Location
- Dublin, CA
- Latest filing year
- 2023
- Participants
- 907
- End-of-year plan assets
- $18,422,567
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 907 | H, C | 20250623141111NAL0009278784001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,422,567
- Total liabilities (EOY)
- $1,729,813
- Net assets (EOY)
- $16,692,754
- Net assets (BOY)
- $15,247,172
Income & contributions
- Employer contributions
- $14,905,180
- Participant contributions
- $5,807
- Total contributions
- $14,910,987
- Total income / additions
- $17,716,006
Expenses & distributions
- Benefits paid
- $15,366,323
- Administrative expenses
- $904,101
- Total expenses
- $16,270,424
- Net increase / (decrease)
- $1,445,582
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Health Services & Benefit Administr | NONE | $274,028 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross | NONE | $161,133 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | NONE | $61,750 | not reported in the loaded dataset | 2023 |
| Mcmorgan And Company | NONE | $60,058 | not reported in the loaded dataset | 2023 |
| Seyfarth Shaw | NONE | $57,765 | not reported in the loaded dataset | 2023 |
| Withum | NONE | $46,384 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $43,200 | not reported in the loaded dataset | 2023 |
| Healthlinx LLC | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Beeson, Tayer & Bodine | NONE | $32,029 | not reported in the loaded dataset | 2023 |
| Teamsters Assistance Program | NONE | $23,116 | not reported in the loaded dataset | 2023 |
| Henningfield & Associates, Inc. | NONE | $22,000 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $12,516 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Northern Calif Soft Drink Ind And Teamsters Health And Wel
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Dublin, CA
- Health Services & Benefit Administr — Schedule C compensation
- Anthem Blue Cross — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- Mcmorgan And Company — Schedule C compensation
- Seyfarth Shaw — Schedule C compensation
- Withum — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Healthlinx LLC — Schedule C compensation
- Beeson, Tayer & Bodine — Schedule C compensation
- Teamsters Assistance Program — Schedule C compensation
- Henningfield & Associates, Inc. — Schedule C compensation
- Vision Service Plan — Schedule C compensation