Covina, CA Form 5500 retirement and benefit plan filings
City Form 5500 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, Covina, CA has 69 loaded benefit plan(s) reported by 60 plan sponsor(s), with $6,956,219,181 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 69
- Plan sponsors
- 60
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $6,956,219,181
- Total reported liabilities (EOY)
- $273,609,008
- Total reported net assets (EOY)
- $6,682,610,173
Contributions & income
- Employer contributions
- $1,062,555,829
- Participant contributions
- $60,477,074
- Total income / additions
- $2,310,756,508
Expenses & distributions
- Benefits paid / distributions
- $1,119,309,428
- Total expenses
- $1,176,673,482
- Net increase / (decrease)
- $1,134,083,026
Coverage
- Total reported participants
- 192,222
- Plans with financial statements
- 57
- Plans with provider compensation
- 53
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Covina, CA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Construction Laborers Pension Trust Fund For Southern California | Board Of Trustees,Construction Laborers Pension Trust For Southern Ca | $3,299,459,131 | 2023 |
| San Diego County Construction Laborers' Pension Trust Fund | Board Of Trustees, San Diego County Construction | $461,451,530 | 2023 |
| Southern California Local 831 - Employer Pension Fund | Board Of Trustees, Southern California Local 831 - | $459,200,928 | 2023 |
| Emanate Health Retirement Plan | Emanate Health | $381,620,694 | 2023 |
| So. Ca, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan | Board Of Trustees, Southern California, Arizona, Colorado, And | $358,297,710 | 2023 |
| Ocu Health And Welfare Trust | Ocu Health And Welfare Trust | $273,775,612 | 2023 |
| Ocu Pension Trust | Trustees Of The Ocu Pension Trust | $248,104,103 | 2023 |
| Laborers Health & Welfare Trust Fund For Southern California | Board Of Trustees, Laborers Health & Wel Trust Fd For Southern Califor | $218,590,628 | 2023 |
| Construction Laborers Annuity Plan For Southern California | Board Of Trustees,Construction Laborers Annuity Plan For Southern Cal | $176,808,777 | 2023 |
| Southern California Painting & Drywall Industries Health And Welfare Trust Fund | Board Of Trustees, Southern California Painting & | $117,537,826 | 2023 |
| Southern California Floor Covering Pension Trust Fund | Board Of Trustees, Southern California Floor Covering | $104,230,567 | 2023 |
| Southern California Plastering Institute Pension Trust Fund | Board Of Trustees Southern California Plastering Institute | $91,701,183 | 2023 |
| Southern California Gunite Workers Pension Fund | Board Of Trustees, Southern California Gunite Workers | $75,729,910 | 2023 |
| 401(K) Retirement And Savings Plan For Southwest Water Company | Southwest Water Company | $72,608,722 | 2023 |
| The Uaw Labor-Management Group Pension Plan | Board Of Trustees, The Uaw Labor-Management Group | $68,771,568 | 2023 |
| Construction Teamsters Security Fund For Southern California | Board Of Trustees, Construction Teamsters Security | $52,505,446 | 2023 |
| Construction Laborers Vacation For Southern California | Board Of Trustees,Construction Laborers Vacation Trust For Southern C | $48,794,573 | 2023 |
| Utah Laborers Annuity Plan | Board Of Trustees, Utah Laborers Annuity Trust Fund | $43,036,508 | 2023 |
| Southern California Local 831 - Employer Health Fund | Board Of Trustees, Southern California Local 831 - | $34,684,219 | 2023 |
| Foothill Cardiology Profit Sharing/401(K) And Health/Disability Plan And Trust | Foothill Cardiology Medical Group, Inc. | $31,443,176 | 2023 |
| Apartment Employees' Pension Trust | Apartment Employees' Pension Trust | $30,140,138 | 2023 |
| So. Ca. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan | Pension & Insurance Committee, Southern California Rock Products | $28,816,241 | 2023 |
| Southern California Glaziers, Architectural Metal And Glass Workers Health And Welfare Fund | Board Of Trustees, Southern California Glaziers, | $24,945,068 | 2023 |
| Welbehealth 401(K) Plan | Welbehealth LLC | $24,247,119 | 2023 |
| Talkdesk Inc. 401k Retirement Savings Plan | Talkdesk Inc. | $19,429,955 | 2023 |
Largest plans in Covina → · Covina plans by participants → · Covina plans with financial data → · Covina plans with provider compensation → · $1B+ plans in Covina →
Related Form 5500 pages
- All CA Form 5500 filings
- Construction Laborers Pension Trust Fund For Southern California (plan 001)
- Board Of Trustees,Construction Laborers Pension Trust For Southern Ca — all reported plans
- San Diego County Construction Laborers' Pension Trust Fund (plan 001)
- Board Of Trustees, San Diego County Construction — all reported plans
- Southern California Local 831 - Employer Pension Fund (plan 001)
- Board Of Trustees, Southern California Local 831 - — all reported plans
- Emanate Health Retirement Plan (plan 002)
- Emanate Health — all reported plans
- So. Ca, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan (plan 001)
- Board Of Trustees, Southern California, Arizona, Colorado, And — all reported plans
- Ocu Health And Welfare Trust (plan 501)
- Ocu Health And Welfare Trust — all reported plans
- Ocu Pension Trust (plan 001)
- Trustees Of The Ocu Pension Trust — all reported plans
- Laborers Health & Welfare Trust Fund For Southern California (plan 501)
- Board Of Trustees, Laborers Health & Wel Trust Fd For Southern Califor — all reported plans
- Construction Laborers Annuity Plan For Southern California (plan 002)
- Board Of Trustees,Construction Laborers Annuity Plan For Southern Cal — all reported plans
- Southern California Painting & Drywall Industries Health And Welfare Trust Fund (plan 501)
- Board Of Trustees, Southern California Painting & — all reported plans
- Southern California Floor Covering Pension Trust Fund (plan 001)
- Board Of Trustees, Southern California Floor Covering — all reported plans
- Southern California Plastering Institute Pension Trust Fund (plan 001)
- Board Of Trustees Southern California Plastering Institute — all reported plans
- Southern California Gunite Workers Pension Fund (plan 001)
- Board Of Trustees, Southern California Gunite Workers — all reported plans
- 401(K) Retirement And Savings Plan For Southwest Water Company (plan 003)
- Southwest Water Company — all reported plans
- The Uaw Labor-Management Group Pension Plan (plan 001)
- Board Of Trustees, The Uaw Labor-Management Group — all reported plans
- Methodology
- Data sources