Southern California Pipe Trades Health & Welfare F — Form 5500 plan (Southern California Pipe Trades Health & Welfare Fund)
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 Health & Welfare F is a benefit plan reported by Southern California Pipe Trades Health & Welfare Fund under EIN 95-1867598 and plan number 501. The latest loaded filing year is 2023. The filing reports 10,200 participants and $395,451,441 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern California Pipe Trades Health & Welfare Fund
- EIN
- 95-1867598
- Plan number
- 501
- Plan type
- 1
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 10,200
- End-of-year plan assets
- $395,451,441
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,200 | H, C | 20241015192925NAL0049542208005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $395,451,441
- Total liabilities (EOY)
- $118,103,961
- Net assets (EOY)
- $277,347,480
- Net assets (BOY)
- $242,840,564
Income & contributions
- Employer contributions
- $122,918,269
- Participant contributions
- $44,507,186
- Total contributions
- $167,537,601
- Total income / additions
- $196,713,136
Expenses & distributions
- Benefits paid
- $149,922,568
- Administrative expenses
- $12,283,652
- Total expenses
- $162,206,220
- Net increase / (decrease)
- $34,506,916
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| So Ca Pipe Trades Admin Corp | NONE | $7,582,498 | not reported in the loaded dataset | 2023 |
| Blue Shield | NONE | $2,229,395 | $0 | 2023 |
| National Investment Services | NONE | $898,870 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $328,853 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase & Co | NONE | $213,733 | not reported in the loaded dataset | 2023 |
| Bush Gottlieb | NONE | $166,300 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $129,055 | not reported in the loaded dataset | 2023 |
| Segal Consulting | NONE | $53,838 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue | NONE | $46,309 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $31,895 | $0 | 2023 |
| Medical Evaluation Specialist | NONE | $30,953 | not reported in the loaded dataset | 2023 |
| Healthrisk Resource Group | NONE | $24,621 | $0 | 2023 |
| Withum Smith And Brown | NONE | $21,866 | $0 | 2023 |
| New England Pension Consultants | NONE | $14,528 | not reported in the loaded dataset | 2023 |
| Communicate Write | NONE | $5,366 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southern California Pipe Trades Health & Welfare Fund
- 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 Shield — Schedule C compensation
- National Investment Services — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Miller Kaplan Arase & Co — Schedule C compensation
- Bush Gottlieb — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Segal Consulting — Schedule C compensation
- O'Donoghue & O'Donoghue — Schedule C compensation
- Us Bank — Schedule C compensation
- Medical Evaluation Specialist — Schedule C compensation
- Healthrisk Resource Group — Schedule C compensation
- Withum Smith And Brown — Schedule C compensation
- New England Pension Consultants — Schedule C compensation
- Communicate Write — Schedule C compensation