San Diego Electrical Health And Welfare Plan — Form 5500 plan (San Diego Electrical Health And Welfare Welfare Plan)
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, San Diego Electrical Health And Welfare Plan is a benefit plan reported by San Diego Electrical Health And Welfare Welfare Plan under EIN 95-6035916 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,539 participants and $27,154,688 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Diego Electrical Health And Welfare Welfare Plan
- EIN
- 95-6035916
- Plan number
- 501
- Plan type
- 1
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 3,539
- End-of-year plan assets
- $27,154,688
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,539 | H, C | 20250715182947NAL0001842179003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,154,688
- Total liabilities (EOY)
- $31,789,852
- Net assets (EOY)
- -$4,635,164
- Net assets (BOY)
- $2,062,323
Income & contributions
- Employer contributions
- $42,139,632
- Participant contributions
- $1,519,000
- Total contributions
- $43,658,632
- Total income / additions
- $44,517,724
Expenses & distributions
- Benefits paid
- $46,838,275
- Administrative expenses
- $4,376,936
- Total expenses
- $51,215,211
- Net increase / (decrease)
- -$6,697,487
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| San Diego Electrical Administration | PLAN ADMINISTRATOR | $1,698,760 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Life And Health C | BROKER | $792,632 | not reported in the loaded dataset | 2023 |
| Laquer, Urban, Clifford,& Hodge Llp | ATTORNEY | $191,347 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services | ACTUARY | $146,301 | not reported in the loaded dataset | 2023 |
| Change Healthcare (Fka Tc 3 Health) | SERVICE PROVIDER | $90,167 | not reported in the loaded dataset | 2023 |
| Foundation For Medical Care | SERVICE PROVIDER | $75,860 | not reported in the loaded dataset | 2023 |
| Pkf San Diego | AUDITOR | $43,400 | not reported in the loaded dataset | 2023 |
| Newtower Management, LLC | INVESTMENT ADVISOR | $42,456 | $0 | 2023 |
| Optum Nurseline Services | INSURANCE PROVIDER | $31,295 | not reported in the loaded dataset | 2023 |
| Crystal Clear Rx | INSURANCE PROVIDER | $30,000 | not reported in the loaded dataset | 2023 |
| Deerwalk | SERVICE PROVIDER | $27,312 | not reported in the loaded dataset | 2023 |
| De France Printing | PRINTING | $16,138 | not reported in the loaded dataset | 2023 |
| Pmg Advisors, LLC | INVESTMENT ADVISOR | $13,964 | $0 | 2023 |
| Any Budget Printing & Mailing | PRINTING | $12,972 | not reported in the loaded dataset | 2023 |
| Web-Site Hosting Fees | SERVICE PROVIDER | $12,000 | not reported in the loaded dataset | 2023 |
| Investment Mperformance Services | INVESTMENT ADVISOR | $5,000 | $0 | 2023 |
| U.S. Bank | CUSTODIAN | $5,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for San Diego Electrical Health And Welfare Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- San Diego Electrical Administration — Schedule C compensation
- Anthem Blue Cross Life And Health C — Schedule C compensation
- Laquer, Urban, Clifford,& Hodge Llp — Schedule C compensation
- Horizon Actuarial Services — Schedule C compensation
- Change Healthcare (Fka Tc 3 Health) — Schedule C compensation
- Foundation For Medical Care — Schedule C compensation
- Pkf San Diego — Schedule C compensation
- Newtower Management, LLC — Schedule C compensation
- Optum Nurseline Services — Schedule C compensation
- Crystal Clear Rx — Schedule C compensation
- Deerwalk — Schedule C compensation
- De France Printing — Schedule C compensation
- Pmg Advisors, LLC — Schedule C compensation
- Any Budget Printing & Mailing — Schedule C compensation
- Web-Site Hosting Fees — Schedule C compensation
- Investment Mperformance Services — Schedule C compensation
- U.S. Bank — Schedule C compensation