Southern California Lumber Industry Welfare Fund — Form 5500 plan (Board Of Trustees, Southern California Lumber)
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 Lumber Industry Welfare Fund is a benefit plan reported by Board Of Trustees, Southern California Lumber under EIN 95-6035120 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,511 participants and $12,417,472 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Southern California Lumber
- EIN
- 95-6035120
- Plan number
- 501
- Plan type
- 1
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 1,511
- End-of-year plan assets
- $12,417,472
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,511 | H, C | 20241011145504NAL0012637059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,417,472
- Total liabilities (EOY)
- $4,197,917
- Net assets (EOY)
- $8,219,555
- Net assets (BOY)
- $9,191,261
Income & contributions
- Employer contributions
- $14,911,670
- Participant contributions
- $23,401
- Total contributions
- $14,935,071
- Total income / additions
- $15,509,424
Expenses & distributions
- Benefits paid
- $15,532,867
- Administrative expenses
- $948,263
- Total expenses
- $16,481,130
- Net increase / (decrease)
- -$971,706
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Programs Administration | NONE | $579,227 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Life & Health Ins | NONE | $121,952 | not reported in the loaded dataset | 2023 |
| Milliman Usa | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Berry & Co, Cpa'S | NONE | $64,469 | not reported in the loaded dataset | 2023 |
| Kraw Law Group | NONE | $51,000 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $36,415 | not reported in the loaded dataset | 2023 |
| Optum Rx, Inc. | NONE | $21,134 | not reported in the loaded dataset | 2023 |
| Roland Criss | NONE | $9,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Southern California Lumber
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Benefit Programs Administration — Schedule C compensation
- Anthem Blue Cross Life & Health Ins — Schedule C compensation
- Milliman Usa — Schedule C compensation
- Berry & Co, Cpa'S — Schedule C compensation
- Kraw Law Group — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Optum Rx, Inc. — Schedule C compensation
- Roland Criss — Schedule C compensation