Southern California Glaziers, Architectural Metal And Glass Workers Health And Welfare Fund — Form 5500 plan (Board Of Trustees, Southern California Glaziers,)
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 Glaziers, Architectural Metal And Glass Workers Health And Welfare Fund is a benefit plan reported by Board Of Trustees, Southern California Glaziers, under EIN 95-3040229 and plan number 501. The latest loaded filing year is 2023. The filing reports 902 participants and $24,945,068 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Southern California Glaziers,
- EIN
- 95-3040229
- Plan number
- 501
- Plan type
- 1
- Location
- Covina, CA
- Latest filing year
- 2023
- Participants
- 902
- End-of-year plan assets
- $24,945,068
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 902 | H, C | 20241014170847NAL0046935264001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,945,068
- Total liabilities (EOY)
- $8,075,368
- Net assets (EOY)
- $16,869,700
- Net assets (BOY)
- $16,673,372
Income & contributions
- Employer contributions
- $17,514,903
- Participant contributions
- $103,505
- Total contributions
- $17,618,408
- Total income / additions
- $19,495,468
Expenses & distributions
- Benefits paid
- $18,909,936
- Administrative expenses
- $389,204
- Total expenses
- $19,299,140
- Net increase / (decrease)
- $196,328
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Southwest Administrators | NONE | $106,238 | not reported in the loaded dataset | 2023 |
| Wohlner, Kaplon, Et Al. | NONE | $63,018 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $32,600 | not reported in the loaded dataset | 2023 |
| Alsweet Associates | NONE | $31,412 | not reported in the loaded dataset | 2023 |
| Oxford Insurance & Risk Management | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $25,835 | $0 | 2023 |
| Segal Consulting | NONE | $20,402 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Southern California Glaziers,
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Covina, CA
- Pacific Southwest Administrators — Schedule C compensation
- Wohlner, Kaplon, Et Al. — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Alsweet Associates — Schedule C compensation
- Oxford Insurance & Risk Management — Schedule C compensation
- Us Bank — Schedule C compensation
- Segal Consulting — Schedule C compensation