California Teachers Association Employees Health And Welfare Benefits Trust — Form 5500 plan (Board Of Trustees Of California Teachers Association Employees Heal)
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, California Teachers Association Employees Health And Welfare Benefits Trust is a benefit plan reported by Board Of Trustees Of California Teachers Association Employees Heal under EIN 94-6667029 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,129 participants and $20,992,807 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of California Teachers Association Employees Heal
- EIN
- 94-6667029
- Plan number
- 501
- Plan type
- 1
- Location
- Stockton, CA
- Latest filing year
- 2023
- Participants
- 1,129
- End-of-year plan assets
- $20,992,807
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,129 | H, C | 20260209180036NAL0003232146001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,992,807
- Total liabilities (EOY)
- $4,200,379
- Net assets (EOY)
- $16,792,428
- Net assets (BOY)
- $17,923,727
Income & contributions
- Employer contributions
- $24,291,092
- Participant contributions
- $71,171
- Total contributions
- $24,646,648
- Total income / additions
- $28,042,891
Expenses & distributions
- Benefits paid
- $27,467,497
- Administrative expenses
- $1,706,693
- Total expenses
- $29,174,190
- Net increase / (decrease)
- -$1,131,299
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Blue Cross | NONE | $348,423 | not reported in the loaded dataset | 2023 |
| Hanson Bridgett Llp | NONE | $345,244 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions, Inc. | NONE | $298,960 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc. | NONE | $216,237 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $143,928 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $98,480 | not reported in the loaded dataset | 2023 |
| Delta Dental Of California | NONE | $78,927 | not reported in the loaded dataset | 2023 |
| Rvk, Inc. | NONE | $23,750 | not reported in the loaded dataset | 2023 |
| William C. Earhart Co., Inc. | NONE | $20,334 | not reported in the loaded dataset | 2023 |
| Us Bank, Na. | NONE | $18,493 | $0 | 2023 |
| Corporate Mail Service | NONE | $17,509 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $8,456 | not reported in the loaded dataset | 2023 |
| Sara Vega-Junge | NONE | $6,666 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of California Teachers Association Employees Heal
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Stockton, CA
- Anthem Blue Cross — Schedule C compensation
- Hanson Bridgett Llp — Schedule C compensation
- Zenith American Solutions, Inc. — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Delta Dental Of California — Schedule C compensation
- Rvk, Inc. — Schedule C compensation
- William C. Earhart Co., Inc. — Schedule C compensation
- Us Bank, Na. — Schedule C compensation
- Corporate Mail Service — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Sara Vega-Junge — Schedule C compensation