2023 Form 5500 filing — Southern California Lumber Industry Welfare Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011145504NAL0012637059001) for Southern California Lumber Industry Welfare Fund, reported by Board Of Trustees, Southern California Lumber under EIN 95-6035120 and plan number 501. It reports 1,511 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011145504NAL0012637059001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Southern California Lumber
- EIN
- 95-6035120
- Plan number
- 501
- Location
- Los Angeles, CA
- Participants
- 1,511
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,417,472
- Total liabilities (EOY)
- $4,197,917
- Net assets (EOY)
- $8,219,555
- Employer contributions
- $14,911,670
- Participant contributions
- $23,401
- Total income / additions
- $15,509,424
- Benefits paid
- $15,532,867
- Administrative expenses
- $948,263
- Total expenses
- $16,481,130
- Net increase / (decrease)
- -$971,706
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Programs Administration | NONE | $579,227 | not reported in the loaded dataset |
| Anthem Blue Cross Life & Health Ins | NONE | $121,952 | not reported in the loaded dataset |
| Milliman Usa | NONE | $75,000 | not reported in the loaded dataset |
| Berry & Co, Cpa'S | NONE | $64,469 | not reported in the loaded dataset |
| Kraw Law Group | NONE | $51,000 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $36,415 | not reported in the loaded dataset |
| Optum Rx, Inc. | NONE | $21,134 | not reported in the loaded dataset |
| Roland Criss | NONE | $9,500 | not reported in the loaded dataset |