California Association Of Professional Employees Trust — Form 5500 plan (Board Of Trustees, California Asso Of Professional Employees Benefit)
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 Association Of Professional Employees Trust is a benefit plan reported by Board Of Trustees, California Asso Of Professional Employees Benefit under EIN 95-6995453 and plan number 501. The latest loaded filing year is 2023. The filing reports 17,844 participants and $52,765,236 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, California Asso Of Professional Employees Benefit
- EIN
- 95-6995453
- Plan number
- 501
- Plan type
- 1
- Location
- Pasadena, CA
- Latest filing year
- 2023
- Participants
- 17,844
- End-of-year plan assets
- $52,765,236
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17,844 | H, C | 20241015233006NAL0031126209002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,765,236
- Total liabilities (EOY)
- $10,142,068
- Net assets (EOY)
- $42,623,168
- Net assets (BOY)
- $41,507,295
Income & contributions
- Employer contributions
- $121,815,374
- Participant contributions
- $321,951
- Total contributions
- $122,137,325
- Total income / additions
- $124,308,079
Expenses & distributions
- Benefits paid
- $120,980,261
- Administrative expenses
- $2,211,945
- Total expenses
- $123,192,206
- Net increase / (decrease)
- $1,115,873
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dexheimer Erickson Corp | NONE | $825,776 | not reported in the loaded dataset | 2023 |
| Mei Inurance Service Inc | NONE | $825,776 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services | NONE | $178,140 | not reported in the loaded dataset | 2023 |
| Cape | AFFILIATED UNION | $109,632 | not reported in the loaded dataset | 2023 |
| Haynie & Company | NONE | $28,043 | not reported in the loaded dataset | 2023 |
| Michael Posner | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Integrated Labor Solutions | NONE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, California Asso Of Professional Employees Benefit
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pasadena, CA
- Dexheimer Erickson Corp — Schedule C compensation
- Mei Inurance Service Inc — Schedule C compensation
- Ubs Financial Services — Schedule C compensation
- Cape — Schedule C compensation
- Haynie & Company — Schedule C compensation
- Michael Posner — Schedule C compensation
- Integrated Labor Solutions — Schedule C compensation