Food Employers & Bakery & Confectionery Workers Benefit Fund Of Southern California — Form 5500 plan (Food Employers & Bakery & Confectionery Workers Benefit Fund Of Southe)
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, Food Employers & Bakery & Confectionery Workers Benefit Fund Of Southern California is a benefit plan reported by Food Employers & Bakery & Confectionery Workers Benefit Fund Of Southe under EIN 95-6134346 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,010 participants and $15,721,899 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Food Employers & Bakery & Confectionery Workers Benefit Fund Of Southe
- EIN
- 95-6134346
- Plan number
- 501
- Plan type
- 1
- Location
- Pasadena, CA
- Latest filing year
- 2023
- Participants
- 1,010
- End-of-year plan assets
- $15,721,899
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,010 | H, C | 20250410155917NAL0033705296002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,721,899
- Total liabilities (EOY)
- $3,230,413
- Net assets (EOY)
- $12,491,486
- Net assets (BOY)
- $12,181,123
Income & contributions
- Employer contributions
- $11,362,861
- Participant contributions
- $393,586
- Total contributions
- $11,756,447
- Total income / additions
- $12,929,457
Expenses & distributions
- Benefits paid
- $11,844,200
- Administrative expenses
- $774,894
- Total expenses
- $12,619,094
- Net increase / (decrease)
- $310,363
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $260,457 | not reported in the loaded dataset | 2023 |
| Blue Cross | NONE | $123,670 | not reported in the loaded dataset | 2023 |
| Reich, Adell, Cvitan | NONE | $113,761 | not reported in the loaded dataset | 2023 |
| Seyfarth Shaw | NONE | $77,950 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $53,044 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services | NONE | $53,044 | not reported in the loaded dataset | 2023 |
| Henningfield & Associates, Inc. | NONE | $23,750 | not reported in the loaded dataset | 2023 |
| Express Scripts | NONE | $23,007 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $6,838 | not reported in the loaded dataset | 2023 |
| Pacific Income Advisors | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Food Employers & Bakery & Confectionery Workers Benefit Fund Of Southe
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pasadena, CA
- Zenith American Solutions — Schedule C compensation
- Blue Cross — Schedule C compensation
- Reich, Adell, Cvitan — Schedule C compensation
- Seyfarth Shaw — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Horizon Actuarial Services — Schedule C compensation
- Henningfield & Associates, Inc. — Schedule C compensation
- Express Scripts — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Pacific Income Advisors — Schedule C compensation