Construction Laborers Annuity Plan For Southern California — Form 5500 plan (Board Of Trustees,Construction Laborers Annuity Plan For Southern Cal)

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, Construction Laborers Annuity Plan For Southern California is a benefit plan reported by Board Of Trustees,Construction Laborers Annuity Plan For Southern Cal under EIN 95-6031812 and plan number 002. The latest loaded filing year is 2023. The filing reports 44,781 participants and $176,808,777 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees,Construction Laborers Annuity Plan For Southern Cal
EIN
95-6031812
Plan number
002
Plan type
1
Location
Covina, CA
Latest filing year
2023
Participants
44,781
End-of-year plan assets
$176,808,777

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202344,781H, C20241003134709NAL0004892771005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$176,808,777
Total liabilities (EOY)
$473,622
Net assets (EOY)
$176,335,155
Net assets (BOY)
$105,339,410

Income & contributions

Employer contributions
$66,150,058
Total contributions
$66,150,058
Total income / additions
$72,515,522

Expenses & distributions

Benefits paid
$1,272,294
Administrative expenses
$247,483
Total expenses
$1,519,777
Net increase / (decrease)
$70,995,745

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
National Investment ServicesNONE$152,466not reported in the loaded dataset2023
Miller Kaplan Arase LlpNONE$18,000not reported in the loaded dataset2023
Pacific Southwest AdministratorsNONE$13,200not reported in the loaded dataset2023
Reich, Adell, & CvitanNONE$10,555not reported in the loaded dataset2023

Related Form 5500 pages