2023 Form 5500 filing — Southwest Carpenters Health And Welfare Trust Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240930192740NAL0002845427003) for Southwest Carpenters Health And Welfare Trust Fund, reported by Joint Board Of Trustees, Southwest Carpenters Health And Welfare Trust under EIN 95-6042873 and plan number 501. It reports 32,789 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930192740NAL0002845427003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees, Southwest Carpenters Health And Welfare Trust
- EIN
- 95-6042873
- Plan number
- 501
- Location
- Los Angeles, CA
- Participants
- 32,789
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $794,757,871
- Total liabilities (EOY)
- $24,496,957
- Net assets (EOY)
- $770,260,914
- Employer contributions
- $510,735,135
- Participant contributions
- $2,266,224
- Total income / additions
- $568,258,287
- Benefits paid
- $389,877,798
- Administrative expenses
- $19,008,045
- Total expenses
- $408,885,843
- Net increase / (decrease)
- $159,372,444
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Carpenters Southwest Admin. Corp. | AFFILIATED ADMIN. CORP. | $6,794,147 | not reported in the loaded dataset |
| Independence Administrators | NONE | $6,523,490 | not reported in the loaded dataset |
| Express Scripts, Inc. | NONE | $3,366,913 | not reported in the loaded dataset |
| Shanley Apc | NONE | $726,189 | not reported in the loaded dataset |
| The Segal Company | NONE | $393,437 | not reported in the loaded dataset |
| Compsych Corporation | NONE | $374,814 | not reported in the loaded dataset |
| Union Press | NONE | $228,045 | not reported in the loaded dataset |
| Yousif Capital Management | NONE | $122,035 | not reported in the loaded dataset |
| Virta Medical | NONE | $87,073 | not reported in the loaded dataset |
| Sagebrush Analytical Solutions | NONE | $68,300 | not reported in the loaded dataset |
| Manatt, Phelps & Philipps Llp | NONE | $46,832 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $42,500 | not reported in the loaded dataset |
| Us Bank | NONE | $41,481 | $0 |
| Bridgeway Benefit Technologies | NONE | $40,150 | not reported in the loaded dataset |
| Alan Biller & Associates | NONE | $35,000 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $28,761 |
| The Wagner Law Group | NONE | $15,087 | not reported in the loaded dataset |
| Invesco Advisers Inc | NONE | $12,154 | $0 |