2023 Form 5500 filing — Ipm Health & Welfare Trust Of 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 20250609135503NAL0012351283001) for Ipm Health & Welfare Trust Of California, reported by Ipm Health & Welfare Trust Of California under EIN 95-6289239 and plan number 501. It reports 757 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250609135503NAL0012351283001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ipm Health & Welfare Trust Of California
- EIN
- 95-6289239
- Plan number
- 501
- Location
- Riverside, CA
- Participants
- 757
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,968,526
- Total liabilities (EOY)
- $1,945,098
- Net assets (EOY)
- $13,023,428
- Employer contributions
- $9,739,667
- Participant contributions
- $9,764
- Total income / additions
- $10,928,557
- Benefits paid
- $8,817,976
- Administrative expenses
- $1,188,824
- Total expenses
- $10,006,800
- Net increase / (decrease)
- $921,757
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sandra D. Gamboa | EMPLOYEE | $157,422 | $0 |
| Tina L. Conneen | EMPLOYEE | $104,845 | $0 |
| Carmen Mckinley | EMPLOYEE | $101,725 | $0 |
| Sherri Ann Rubalcaba | EMPLOYEE | $89,399 | $0 |
| Mary Coronado | EMPLOYEE | $66,001 | $0 |
| Reich, Adell & Cvitan | NONE | $40,802 | $0 |
| Miller Kaplan Arase Llp | NONE | $26,000 | $0 |
| Cynthia Graydon | NONE | $22,853 | $0 |
| Medexpert International Inc | NONE | $12,000 | $0 |
| Oxford Risk Management & Insurance | NONE | $9,075 | $0 |
| Green Thumb Lawn Maintenance | NONE | $8,400 | $0 |
| Octoclean Franchising Systems, Inc. | NONE | $6,323 | $0 |
| Epicor Software Corporation | NONE | $6,300 | $0 |
| Kavorinos, Anthony Dds, Apc | NONE | $5,200 | $0 |