Southern California Pipe Trades Pensioners & Surviving Spouses Health Fund — Form 5500 plan (Southern California Pipe Trades Pensioners & Surviving Spouses Health)
Plain-English plan 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, Southern California Pipe Trades Pensioners & Surviving Spouses Health Fund is a benefit plan reported by Southern California Pipe Trades Pensioners & Surviving Spouses Health under EIN 27-4271742 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,037 participants and $40,216,352 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern California Pipe Trades Pensioners & Surviving Spouses Health
- EIN
- 27-4271742
- Plan number
- 501
- Plan type
- 1
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 2,037
- End-of-year plan assets
- $40,216,352
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,037 | H, C | 20241112172436NAL0017942497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,216,352
- Total liabilities (EOY)
- $3,730,721
- Net assets (EOY)
- $36,485,631
- Net assets (BOY)
- $33,596,726
Income & contributions
- Employer contributions
- $8,206,498
- Participant contributions
- $5,902,991
- Total contributions
- $14,109,489
- Total income / additions
- $16,235,068
Expenses & distributions
- Benefits paid
- $11,455,596
- Administrative expenses
- $1,890,567
- Total expenses
- $13,346,163
- Net increase / (decrease)
- $2,888,905
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| So Ca Pipe Trades Admin Corp | RELATED-PARTY | $886,906 | not reported in the loaded dataset | 2023 |
| Blue Sheild Of California | NONE | $592,258 | $0 | 2023 |
| National Investment Services | NONE | $102,575 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $55,308 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase & Co. | NONE | $43,943 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $36,863 | not reported in the loaded dataset | 2023 |
| Council For Affordable Quality Hc | NONE | $15,590 | not reported in the loaded dataset | 2023 |
| Withiumsmith+Brown, Pc | NONE | $12,495 | not reported in the loaded dataset | 2023 |
| Bush Gottlieb | NONE | $9,445 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $9,000 | $0 | 2023 |
| O'Donoghue & O'Donoghue | NONE | $7,188 | not reported in the loaded dataset | 2023 |
| New England Pension Consultants | NONE | $6,776 | not reported in the loaded dataset | 2023 |
| Segal Consulting | NONE | $6,063 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southern California Pipe Trades Pensioners & Surviving Spouses Health
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- So Ca Pipe Trades Admin Corp — Schedule C compensation
- Blue Sheild Of California — Schedule C compensation
- National Investment Services — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Miller Kaplan Arase & Co. — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Council For Affordable Quality Hc — Schedule C compensation
- Withiumsmith+Brown, Pc — Schedule C compensation
- Bush Gottlieb — Schedule C compensation
- Us Bank — Schedule C compensation
- O'Donoghue & O'Donoghue — Schedule C compensation
- New England Pension Consultants — Schedule C compensation
- Segal Consulting — Schedule C compensation