2023 Form 5500 filing — Construction Teamsters Security Fund For Southern California
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 20250115172503NAL0022002337001) for Construction Teamsters Security Fund For Southern California, reported by Board Of Trustees, Construction Teamsters Security under EIN 95-6059190 and plan number 501. It reports 682 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115172503NAL0022002337001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Construction Teamsters Security
- EIN
- 95-6059190
- Plan number
- 501
- Location
- Covina, CA
- Participants
- 682
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,505,446
- Total liabilities (EOY)
- $11,156,713
- Net assets (EOY)
- $41,348,733
- Employer contributions
- $21,350,378
- Participant contributions
- $661,608
- Total income / additions
- $23,564,648
- Benefits paid
- $17,528,467
- Administrative expenses
- $2,259,347
- Total expenses
- $19,787,814
- Net increase / (decrease)
- $3,776,834
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions, Inc. | NONE | $1,292,529 | $0 |
| Anthem Blue Cross | NONE | $121,156 | $0 |
| Quest Investment Management, LLC | NONE | $98,500 | $0 |
| Miller Kaplan Arase Llp | NONE | $82,400 | $0 |
| A.F. Bubenas & Co. Inc | NONE | $74,160 | $0 |
| Bush Gottlieb, A Law Corporation | NONE | $55,958 | $0 |
| Pharmacy Benefit Solutions, Inc | NONE | $40,790 | $0 |
| Us Bank National Association | NONE | $22,750 | $0 |
| Wohlner Kaplon Cutler Halford & Ros | NONE | $17,589 | $0 |
| Reich Adell & Cvitan | NONE | $16,318 | $0 |
| Vision Service Plan | NONE | $8,986 | $0 |
| Milliman, Inc. | NONE | $7,000 | $0 |