Plan5500

Southern California Drug Benefit Fund — Form 5500 plan (Board Of Trustees, Southern California Drug Benefit)

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 Drug Benefit Fund is a benefit plan reported by Board Of Trustees, Southern California Drug Benefit under EIN 95-6474516 and plan number 501. The latest loaded filing year is 2023. The filing reports 9,639 participants and $63,523,423 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees, Southern California Drug Benefit
EIN
95-6474516
Plan number
501
Plan type
1
Location
Los Angeles, CA
Latest filing year
2023
Participants
9,639
End-of-year plan assets
$63,523,423

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239,639H, C20250414165504NAL0004019410001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$63,523,423
Total liabilities (EOY)
$35,114,537
Net assets (EOY)
$28,408,886
Net assets (BOY)
$32,372,685

Income & contributions

Employer contributions
$98,952,056
Participant contributions
$3,411,054
Total contributions
$102,363,110
Total income / additions
$105,763,020

Expenses & distributions

Benefits paid
$103,461,241
Administrative expenses
$6,265,578
Total expenses
$109,726,819
Net increase / (decrease)
-$3,963,799

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Anthem Blue CrossNONE$1,107,440$02023
Schwartz, Steinsapir, DohrmannNONE$392,131$02023
Delta Dental Of CaliforniaNONE$253,752$02023
The Segal Group Inc.NONE$166,954$02023
Transomatic CorporationNONE$161,468$02023
Innovative Software Systems, Inc.NONE$155,520$02023
Miller Kaplan Arase LlpNONE$147,021$02023
John YoungEMPLOYEE$109,783$02023
Health ManagementNONE$79,469$02023
David PidlaoanEMPLOYEE$72,931$02023
Elizabeth EliotEMPLOYEE$66,076$02023
Mark MayEMPLOYEE$65,068$02023
Fetapaaki MakaEMPLOYEE$63,190$02023
Cynthia FieldsEMPLOYEE$62,486$02023
Carol HowarthEMPLOYEE$57,167$02023
American Direct MailNONE$56,243$02023
Joie GungabEMPLOYEE$55,069$02023
Desiree AtacadorEMPLOYEE$53,650$02023
Tpx CommunicationsNONE$50,360$02023
Joan SandovalEMPLOYEE$48,097$02023
Maria D'Angelo BondEMPLOYEE$48,092$02023
Yesica CortesEMPLOYEE$47,305$02023
Terry RyanEMPLOYEE$47,225$02023
Juan SanchezEMPLOYEE$47,118$02023
Diane DotyEMPLOYEE$47,031$02023
Sergio HernandezEMPLOYEE$46,824$02023
Gloria HuizarEMPLOYEE$46,632$02023
Sabrina SaenzEMPLOYEE$46,166$02023
Cecilia BuenoEMPLOYEE$45,773$02023
Tammie FlorenceEMPLOYEE$45,384$02023
Adoracion SicatEMPLOYEE$44,818$02023
Vincent LaraEMPLOYEE$43,325$02023
Cindy RaineyEMPLOYEE$43,298$02023
Erika JonesEMPLOYEE$42,868$02023
Rose SandersEMPLOYEE$38,968$02023
Dawn VuongEMPLOYEE$36,366$02023
Sayfarth Shaw LlpNONE$35,913$02023
Elizabeth OropezaEMPLOYEE$35,582$02023
Steven JonesEMPLOYEE$35,421$02023
John ValdezEMPLOYEE$34,821$02023
Virginia ReyesEMPLOYEE$34,217$02023
Antwan ColemanEMPLOYEE$32,049$02023
Victor BalanaEMPLOYEE$29,736$02023
Nely PerezEMPLOYEE$27,428$02023
OptumrxNONE$13,613$02023
The Northern Trust Co.NONE$13,013$02023
Bc Life & HealthNONE$7,862$02023
Pitney BowesNONE$6,458$02023
Podiatry Plan Org. Of Ca, Inc.NONE$5,300$02023

Related Form 5500 pages