2023 Form 5500 filing — Southern California Local 831 - Employer Health 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 20241015143256NAL0049930752001) for Southern California Local 831 - Employer Health Fund, reported by Board Of Trustees, Southern California Local 831 - under EIN 95-6047878 and plan number 501. It reports 1,087 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143256NAL0049930752001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Southern California Local 831 -
- EIN
- 95-6047878
- Plan number
- 501
- Location
- Covina, CA
- Participants
- 1,087
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,684,219
- Total liabilities (EOY)
- $7,726,229
- Net assets (EOY)
- $26,957,990
- Employer contributions
- $20,981,049
- Participant contributions
- $616,038
- Total income / additions
- $24,364,717
- Benefits paid
- $18,184,005
- Administrative expenses
- $821,094
- Total expenses
- $19,005,099
- Net increase / (decrease)
- $5,359,618
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Southwest Administrators | NONE | $249,528 | $0 |
| Miller Kaplan Arase Llp | NONE | $140,700 | $0 |
| Anthem Blue Cross Life & Ins. Co. | NONE | $90,482 | $0 |
| Cohen, Weiss And Simon Llp | NONE | $70,292 | $0 |
| Oxford Insurance Management | NONE | $40,500 | $0 |
| Rothner, Segall & Greenstone | NONE | $34,461 | $0 |
| R.V. Kuhns Investment Consulting | NONE | $27,924 | $0 |
| Ronald Dean | NONE | $26,186 | $0 |
| The Segal Company | NONE | $19,500 | $0 |
| Us Bank | NONE | $18,042 | $0 |
| Alsweet Associates | NONE | $17,232 | $0 |