2023 Form 5500 filing — Laborers Health And Welfare Trust Fund For Northern 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 20250314150141NAL0011905283001) for Laborers Health And Welfare Trust Fund For Northern California, reported by Board Of Trustees Laborers Health Welfare Trust Fund Northern Cal. under EIN 94-1235152 and plan number 501. It reports 25,093 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314150141NAL0011905283001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Laborers Health Welfare Trust Fund Northern Cal.
- EIN
- 94-1235152
- Plan number
- 501
- Location
- Pleasanton, CA
- Participants
- 25,093
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $499,734,932
- Total liabilities (EOY)
- $63,615,434
- Net assets (EOY)
- $436,119,498
- Employer contributions
- $405,868,298
- Participant contributions
- $12,919,226
- Total income / additions
- $469,319,058
- Benefits paid
- $396,839,108
- Administrative expenses
- $22,687,564
- Total expenses
- $419,526,672
- Net increase / (decrease)
- $49,792,386
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Laborers Fund Administration | NONE | $14,551,661 | not reported in the loaded dataset |
| Anthem Blue Cross Life Insurance Co | NONE | $4,729,464 | $0 |
| Transcarent Inc. | NONE | $973,590 | not reported in the loaded dataset |
| Mcmorgan And Company LLC | NONE | $457,089 | not reported in the loaded dataset |
| Final Option Corp | NONE | $455,414 | not reported in the loaded dataset |
| Cgi Technologies And Solutions Inc. | NONE | $321,918 | not reported in the loaded dataset |
| Mackay Shields LLC | NONE | $0 | $228,546 |
| The Segal Company (Western States) | NONE | $206,408 | not reported in the loaded dataset |
| Part D Advisors Inc. | NONE | $183,066 | not reported in the loaded dataset |
| Hays Companies, Inc. | NONE | $175,000 | not reported in the loaded dataset |
| American Health Holding Inc. | NONE | $107,102 | not reported in the loaded dataset |
| Eplan LLC | NONE | $100,496 | not reported in the loaded dataset |
| Meketa Fiduciary Management, LLC | NONE | $90,000 | not reported in the loaded dataset |
| Healthx Inc. | NONE | $75,476 | not reported in the loaded dataset |
| Bullivant Houser Bailey Pc | NONE | $69,025 | not reported in the loaded dataset |
| Weinberg Roger & Rosenfeld | NONE | $55,050 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $53,835 | not reported in the loaded dataset |
| Alliant Insurance Services | NONE | $50,000 | not reported in the loaded dataset |
| State Street Global Advisors Trust | NONE | $47,039 | $0 |
| U.S. Bank National Association | NONE | $37,796 | $0 |
| Rhumbline Advisers | NONE | $11,028 | not reported in the loaded dataset |
| Heffernan Insurance Brokers | NONE | $0 | $8,951 |