Ipm Health & Welfare Trust Of California — Form 5500 plan (Ipm Health & Welfare Trust Of California)
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, Ipm Health & Welfare Trust Of California is a benefit plan reported by Ipm Health & Welfare Trust Of California under EIN 95-6289239 and plan number 501. The latest loaded filing year is 2023. The filing reports 757 participants and $14,968,526 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ipm Health & Welfare Trust Of California
- EIN
- 95-6289239
- Plan number
- 501
- Plan type
- 1
- Location
- Riverside, CA
- Latest filing year
- 2023
- Participants
- 757
- End-of-year plan assets
- $14,968,526
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 757 | H, C | 20250609135503NAL0012351283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,968,526
- Total liabilities (EOY)
- $1,945,098
- Net assets (EOY)
- $13,023,428
- Net assets (BOY)
- $12,101,671
Income & contributions
- Employer contributions
- $9,739,667
- Participant contributions
- $9,764
- Total contributions
- $9,749,431
- Total income / additions
- $10,928,557
Expenses & distributions
- Benefits paid
- $8,817,976
- Administrative expenses
- $1,188,824
- Total expenses
- $10,006,800
- Net increase / (decrease)
- $921,757
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sandra D. Gamboa | EMPLOYEE | $157,422 | $0 | 2023 |
| Tina L. Conneen | EMPLOYEE | $104,845 | $0 | 2023 |
| Carmen Mckinley | EMPLOYEE | $101,725 | $0 | 2023 |
| Sherri Ann Rubalcaba | EMPLOYEE | $89,399 | $0 | 2023 |
| Mary Coronado | EMPLOYEE | $66,001 | $0 | 2023 |
| Reich, Adell & Cvitan | NONE | $40,802 | $0 | 2023 |
| Miller Kaplan Arase Llp | NONE | $26,000 | $0 | 2023 |
| Cynthia Graydon | NONE | $22,853 | $0 | 2023 |
| Medexpert International Inc | NONE | $12,000 | $0 | 2023 |
| Oxford Risk Management & Insurance | NONE | $9,075 | $0 | 2023 |
| Green Thumb Lawn Maintenance | NONE | $8,400 | $0 | 2023 |
| Octoclean Franchising Systems, Inc. | NONE | $6,323 | $0 | 2023 |
| Epicor Software Corporation | NONE | $6,300 | $0 | 2023 |
| Kavorinos, Anthony Dds, Apc | NONE | $5,200 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ipm Health & Welfare Trust Of California
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Riverside, CA
- Sandra D. Gamboa — Schedule C compensation
- Tina L. Conneen — Schedule C compensation
- Carmen Mckinley — Schedule C compensation
- Sherri Ann Rubalcaba — Schedule C compensation
- Mary Coronado — Schedule C compensation
- Reich, Adell & Cvitan — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Cynthia Graydon — Schedule C compensation
- Medexpert International Inc — Schedule C compensation
- Oxford Risk Management & Insurance — Schedule C compensation
- Green Thumb Lawn Maintenance — Schedule C compensation
- Octoclean Franchising Systems, Inc. — Schedule C compensation
- Epicor Software Corporation — Schedule C compensation
- Kavorinos, Anthony Dds, Apc — Schedule C compensation