Southwest Carpenters Health And Welfare Trust Fund — Form 5500 plan (Joint Board Of Trustees, Southwest Carpenters Health And Welfare Trust)
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, Southwest Carpenters Health And Welfare Trust Fund is a benefit plan reported by Joint Board Of Trustees, Southwest Carpenters Health And Welfare Trust under EIN 95-6042873 and plan number 501. The latest loaded filing year is 2023. The filing reports 32,789 participants and $794,757,871 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees, Southwest Carpenters Health And Welfare Trust
- EIN
- 95-6042873
- Plan number
- 501
- Plan type
- 1
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 32,789
- End-of-year plan assets
- $794,757,871
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 32,789 | H, C | 20240930192740NAL0002845427003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $794,757,871
- Total liabilities (EOY)
- $24,496,957
- Net assets (EOY)
- $770,260,914
- Net assets (BOY)
- $610,888,470
Income & contributions
- Employer contributions
- $510,735,135
- Participant contributions
- $2,266,224
- Total contributions
- $513,001,359
- Total income / additions
- $568,258,287
Expenses & distributions
- Benefits paid
- $389,877,798
- Administrative expenses
- $19,008,045
- Total expenses
- $408,885,843
- Net increase / (decrease)
- $159,372,444
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Carpenters Southwest Admin. Corp. | AFFILIATED ADMIN. CORP. | $6,794,147 | not reported in the loaded dataset | 2023 |
| Independence Administrators | NONE | $6,523,490 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc. | NONE | $3,366,913 | not reported in the loaded dataset | 2023 |
| Shanley Apc | NONE | $726,189 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $393,437 | not reported in the loaded dataset | 2023 |
| Compsych Corporation | NONE | $374,814 | not reported in the loaded dataset | 2023 |
| Union Press | NONE | $228,045 | not reported in the loaded dataset | 2023 |
| Yousif Capital Management | NONE | $122,035 | not reported in the loaded dataset | 2023 |
| Virta Medical | NONE | $87,073 | not reported in the loaded dataset | 2023 |
| Sagebrush Analytical Solutions | NONE | $68,300 | not reported in the loaded dataset | 2023 |
| Manatt, Phelps & Philipps Llp | NONE | $46,832 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $42,500 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $41,481 | $0 | 2023 |
| Bridgeway Benefit Technologies | NONE | $40,150 | not reported in the loaded dataset | 2023 |
| Alan Biller & Associates | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $28,761 | 2023 |
| The Wagner Law Group | NONE | $15,087 | not reported in the loaded dataset | 2023 |
| Invesco Advisers Inc | NONE | $12,154 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees, Southwest Carpenters Health And Welfare Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Carpenters Southwest Admin. Corp. — Schedule C compensation
- Independence Administrators — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Shanley Apc — Schedule C compensation
- The Segal Company — Schedule C compensation
- Compsych Corporation — Schedule C compensation
- Union Press — Schedule C compensation
- Yousif Capital Management — Schedule C compensation
- Virta Medical — Schedule C compensation
- Sagebrush Analytical Solutions — Schedule C compensation
- Manatt, Phelps & Philipps Llp — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Us Bank — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Alan Biller & Associates — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- The Wagner Law Group — Schedule C compensation
- Invesco Advisers Inc — Schedule C compensation