Southern California Bakery & Confectionery Union And Industry Welfare Plan — Form 5500 plan (Board Of Trustees, Southern California Bakery &)
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, Southern California Bakery & Confectionery Union And Industry Welfare Plan is a benefit plan reported by Board Of Trustees, Southern California Bakery & under EIN 95-4360512 and plan number 501. The latest loaded filing year is 2023. The filing reports 787 participants and $8,420,151 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Southern California Bakery &
- EIN
- 95-4360512
- Plan number
- 501
- Plan type
- 1
- Location
- Alameda, CA
- Latest filing year
- 2023
- Participants
- 787
- End-of-year plan assets
- $8,420,151
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 787 | H, C | 20250513185503NAL0018100385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,420,151
- Total liabilities (EOY)
- $1,644,293
- Net assets (EOY)
- $6,775,858
- Net assets (BOY)
- $6,675,694
Income & contributions
- Employer contributions
- $8,778,392
- Participant contributions
- $590,108
- Total contributions
- $9,368,500
- Total income / additions
- $9,855,311
Expenses & distributions
- Benefits paid
- $9,042,997
- Administrative expenses
- $712,150
- Total expenses
- $9,755,147
- Net increase / (decrease)
- $100,164
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions, Inc. | NONE | $304,671 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $106,062 | not reported in the loaded dataset | 2023 |
| Reich, Adell & Cvitan | NONE | $81,755 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $60,945 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross | NONE | $34,535 | not reported in the loaded dataset | 2023 |
| Iron Mountain | NONE | $34,530 | not reported in the loaded dataset | 2023 |
| Quest Investment Management | NONE | $31,316 | $0 | 2023 |
| Express Scripts, Inc. | NONE | $8,353 | not reported in the loaded dataset | 2023 |
| Corporate Mail Service LLC | NONE | $5,588 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE | $5,265 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Southern California Bakery &
- 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
- Rael & Letson — Schedule C compensation
- Reich, Adell & Cvitan — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Anthem Blue Cross — Schedule C compensation
- Iron Mountain — Schedule C compensation
- Quest Investment Management — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Corporate Mail Service LLC — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation