Laborers Health & Welfare Trust Fund For Southern California — Form 5500 plan (Board Of Trustees, Laborers Health & Wel Trust Fd For Southern Califor)
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, Laborers Health & Welfare Trust Fund For Southern California is a benefit plan reported by Board Of Trustees, Laborers Health & Wel Trust Fd For Southern Califor under EIN 51-6146048 and plan number 501. The latest loaded filing year is 2023. The filing reports 21,894 participants and $218,590,628 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Laborers Health & Wel Trust Fd For Southern Califor
- EIN
- 51-6146048
- Plan number
- 501
- Plan type
- 1
- Location
- Covina, CA
- Latest filing year
- 2023
- Participants
- 21,894
- End-of-year plan assets
- $218,590,628
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 21,894 | H, C | 20241015163937NAL0016893091002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $218,590,628
- Total liabilities (EOY)
- $150,018,190
- Net assets (EOY)
- $68,572,438
- Net assets (BOY)
- $34,038,724
Income & contributions
- Employer contributions
- $334,160,837
- Participant contributions
- $5,082,432
- Total contributions
- $339,243,269
- Total income / additions
- $361,556,391
Expenses & distributions
- Benefits paid
- $316,073,819
- Administrative expenses
- $10,948,858
- Total expenses
- $327,022,677
- Net increase / (decrease)
- $34,533,714
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Southwest Administrators | NONE | $7,722,456 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Life And Health | NONE | $4,360,082 | $0 | 2023 |
| Cltfsc, LLC | NONE | $1,483,662 | not reported in the loaded dataset | 2023 |
| Optumrx | NONE | $378,949 | $0 | 2023 |
| Reich, Adell & Cvitan | NONE | $213,528 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $168,850 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $155,191 | not reported in the loaded dataset | 2023 |
| Shogren Services, LLC | NONE | $90,287 | not reported in the loaded dataset | 2023 |
| Alan Z. Weiss | NONE | $79,200 | not reported in the loaded dataset | 2023 |
| Oxford Risk Management & Ins. Svcs. | NONE | $73,692 | not reported in the loaded dataset | 2023 |
| Union Adr, LLC | NONE | $68,975 | not reported in the loaded dataset | 2023 |
| Epic Hearing Healthcare | NONE | $61,097 | not reported in the loaded dataset | 2023 |
| Philip A. Mark | NONE | $52,134 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Us Bank National Association | NONE | $28,930 | $0 | 2023 |
| Cox, Castle & Nicholson | NONE | $27,080 | not reported in the loaded dataset | 2023 |
| Leonard J. Silberman | NONE | $25,068 | not reported in the loaded dataset | 2023 |
| A.J. Longo & Associates | NONE | $24,620 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | NONE | $21,000 | not reported in the loaded dataset | 2023 |
| Howard Goodman | NONE | $15,877 | not reported in the loaded dataset | 2023 |
| Pacifica Arbitration | NONE | $7,814 | not reported in the loaded dataset | 2023 |
| The Law Office Of Kenneth Kingdon | NONE | $7,785 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Laborers Health & Wel Trust Fd For Southern Califor
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Covina, CA
- Pacific Southwest Administrators — Schedule C compensation
- Anthem Blue Cross Life And Health — Schedule C compensation
- Cltfsc, LLC — Schedule C compensation
- Optumrx — Schedule C compensation
- Reich, Adell & Cvitan — Schedule C compensation
- National Investment Services — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Shogren Services, LLC — Schedule C compensation
- Alan Z. Weiss — Schedule C compensation
- Oxford Risk Management & Ins. Svcs. — Schedule C compensation
- Union Adr, LLC — Schedule C compensation
- Epic Hearing Healthcare — Schedule C compensation
- Philip A. Mark — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Us Bank National Association — Schedule C compensation
- Cox, Castle & Nicholson — Schedule C compensation
- Leonard J. Silberman — Schedule C compensation
- A.J. Longo & Associates — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- Howard Goodman — Schedule C compensation
- Pacifica Arbitration — Schedule C compensation
- The Law Office Of Kenneth Kingdon — Schedule C compensation