California Small Manufacturing Health And Welfare Trust Fund — Form 5500 plan (California Metals Coalition)
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 Small Manufacturing Health And Welfare Trust Fund is a benefit plan reported by California Metals Coalition under EIN 95-4609615 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,665 participants and $1,367,302 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Metals Coalition
- EIN
- 95-4609615
- Plan number
- 501
- Plan type
- 3
- Location
- El Dorado Hills, CA
- Latest filing year
- 2023
- Participants
- 1,665
- End-of-year plan assets
- $1,367,302
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,665 | H, C | 20241015193442NAL0029508161005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,367,302
- Total liabilities (EOY)
- $734,580
- Net assets (EOY)
- $632,722
- Net assets (BOY)
- $608,176
Income & contributions
- Employer contributions
- $9,684,647
- Participant contributions
- $17,947
- Total contributions
- $9,702,594
- Total income / additions
- $9,719,193
Expenses & distributions
- Benefits paid
- $8,678,380
- Administrative expenses
- $1,016,267
- Total expenses
- $9,694,647
- Net increase / (decrease)
- $24,546
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Arthur J Gallagher Us | BROKER | $546,759 | not reported in the loaded dataset | 2023 |
| Risk Program Administrators | ADMINISTRATOR | $311,828 | not reported in the loaded dataset | 2023 |
| Krammerer & Company Inc | LEGAL | $72,000 | not reported in the loaded dataset | 2023 |
| Employee Benefits Law Grp | LEGAL | $36,507 | not reported in the loaded dataset | 2023 |
| Rbtk Llp | INDEPENDENT AUDITOR | $25,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for California Metals Coalition
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in El Dorado Hills, CA
- Arthur J Gallagher Us — Schedule C compensation
- Risk Program Administrators — Schedule C compensation
- Krammerer & Company Inc — Schedule C compensation
- Employee Benefits Law Grp — Schedule C compensation
- Rbtk Llp — Schedule C compensation