So. Ca. Soft Drink Industry And Teamsters Health & Health And Welfare Trust — Form 5500 plan (Board Of Trustees So Ca Soft Drink Industry And Teamsters Health & 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, So. Ca. Soft Drink Industry And Teamsters Health & Health And Welfare Trust is a benefit plan reported by Board Of Trustees So Ca Soft Drink Industry And Teamsters Health & Wel under EIN 95-3248029 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,701 participants and $22,586,704 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees So Ca Soft Drink Industry And Teamsters Health & Wel
- EIN
- 95-3248029
- Plan number
- 501
- Plan type
- 1
- Location
- West Covina, CA
- Latest filing year
- 2023
- Participants
- 1,701
- End-of-year plan assets
- $22,586,704
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,701 | H, C | 20250414161719NAL0000869395005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,586,704
- Total liabilities (EOY)
- $770,628
- Net assets (EOY)
- $21,816,076
- Net assets (BOY)
- $20,200,770
Income & contributions
- Employer contributions
- $22,454,061
- Participant contributions
- $4,090,292
- Total contributions
- $26,544,353
- Total income / additions
- $28,106,402
Expenses & distributions
- Benefits paid
- $25,458,775
- Administrative expenses
- $1,032,321
- Total expenses
- $26,491,096
- Net increase / (decrease)
- $1,615,306
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys Administrators, Inc. | NONE | $416,176 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $120,624 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross | NONE | $97,633 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services | NONE | $79,464 | not reported in the loaded dataset | 2023 |
| Seyfarth Shaw Llp | NONE | $51,164 | not reported in the loaded dataset | 2023 |
| Wohlner Kaplon Cutler Halford & Ros | NONE | $39,077 | not reported in the loaded dataset | 2023 |
| Optumrx, Inc. | NONE | $27,440 | $5,494 | 2023 |
| Uprise Health (Formerly Hmc) | NONE | $30,192 | not reported in the loaded dataset | 2023 |
| Henningfield & Associates, Inc. | NONE | $25,500 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $22,366 | not reported in the loaded dataset | 2023 |
| Union Bank | NONE | $14,361 | not reported in the loaded dataset | 2023 |
| Southwest Money Management | NONE | $9,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees So Ca Soft Drink Industry And Teamsters Health & Wel
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in West Covina, CA
- Benesys Administrators, Inc. — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Anthem Blue Cross — Schedule C compensation
- Horizon Actuarial Services — Schedule C compensation
- Seyfarth Shaw Llp — Schedule C compensation
- Wohlner Kaplon Cutler Halford & Ros — Schedule C compensation
- Optumrx, Inc. — Schedule C compensation
- Uprise Health (Formerly Hmc) — Schedule C compensation
- Henningfield & Associates, Inc. — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Union Bank — Schedule C compensation
- Southwest Money Management — Schedule C compensation