2023 Form 5500 filing — Cement Masons Southern California Health And 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 20241014212505NAL0013857587001) for Cement Masons Southern California Health And Welfare Fund, reported by Board Of Trustees, Cement Masons Southern California under EIN 95-6042883 and plan number 501. It reports 4,747 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014212505NAL0013857587001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Cement Masons Southern California
- EIN
- 95-6042883
- Plan number
- 501
- Location
- Arcadia, CA
- Participants
- 4,747
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,245,484
- Total liabilities (EOY)
- $14,602,652
- Net assets (EOY)
- $52,642,832
- Employer contributions
- $34,573,057
- Participant contributions
- $320,967
- Total income / additions
- $39,125,236
- Benefits paid
- $30,081,204
- Administrative expenses
- $1,389,530
- Total expenses
- $31,470,734
- Net increase / (decrease)
- $7,654,502
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $832,917 | not reported in the loaded dataset |
| Anthem Blue Cross Life & Health Ins | NONE | $246,737 | not reported in the loaded dataset |
| Rael & Letson | NONE | $179,800 | not reported in the loaded dataset |
| Wohlner Kaplon Cutler Halford | NONE | $81,080 | not reported in the loaded dataset |
| Verus | NONE | $51,500 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $31,900 | not reported in the loaded dataset |
| Mufg Union Bank | NONE | $26,138 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $10,032 | $0 |
| Medexpert International Inc. | NONE | $10,000 | not reported in the loaded dataset |