2023 Form 5500 filing — Southern California Floor Covering Health And Welfare Trust 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 20241014111339NAL0027122129001) for Southern California Floor Covering Health And Welfare Trust Fund, reported by Board Of Trustees, Southern California Floor Covering under EIN 95-6096726 and plan number 575. It reports 591 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014111339NAL0027122129001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Southern California Floor Covering
- EIN
- 95-6096726
- Plan number
- 575
- Location
- Covina, CA
- Participants
- 591
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,557,541
- Total liabilities (EOY)
- $5,171,325
- Net assets (EOY)
- $2,386,216
- Employer contributions
- $7,037,320
- Participant contributions
- $31,245
- Total income / additions
- $7,455,240
- Benefits paid
- $6,226,105
- Administrative expenses
- $310,943
- Total expenses
- $6,537,048
- Net increase / (decrease)
- $918,192
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Southwest Administrators | NONE | $140,682 | not reported in the loaded dataset |
| Wohlner Kaplon Cutler Halford | NONE | $28,439 | not reported in the loaded dataset |
| Oxford Insurance & Risk Management | NONE | $27,000 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $23,200 | not reported in the loaded dataset |
| Verus Advisory, Inc. | NONE | $13,500 | not reported in the loaded dataset |
| Rael & Letson | NONE | $10,800 | not reported in the loaded dataset |
| Us Bank | NONE | $6,862 | not reported in the loaded dataset |
| Alsweet & Associates | NONE | $5,364 | not reported in the loaded dataset |