2023 Form 5500 filing — Southwest Carpenters Vacation, Sick Leave And Paid Time Off Plan
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 20241001084813NAL0011209568002) for Southwest Carpenters Vacation, Sick Leave And Paid Time Off Plan, reported by Southwest Carpenters Vacation Trust under EIN 95-6042279 and plan number 501. It reports 48,768 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001084813NAL0011209568002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Southwest Carpenters Vacation Trust
- EIN
- 95-6042279
- Plan number
- 501
- Location
- Los Angeles, CA
- Participants
- 48,768
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $103,440,862
- Total liabilities (EOY)
- $103,547,093
- Net assets (EOY)
- -$106,231
- Employer contributions
- $251,610,585
- Total income / additions
- $257,832,817
- Benefits paid
- $252,109,816
- Administrative expenses
- $4,830,172
- Total expenses
- $256,939,988
- Net increase / (decrease)
- $892,829
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Carpenters Southwest Admin Corp | AFFILIATED ADMIN CORP | $4,276,207 | not reported in the loaded dataset |
| Shanley Apc | NONE | $307,003 | not reported in the loaded dataset |
| Union Press | NONE | $37,661 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $26,300 | not reported in the loaded dataset |
| Alan D. Biller & Associates | NONE | $25,000 | not reported in the loaded dataset |
| Zelis Payment Holdings (Red Card) | NONE | $13,363 | not reported in the loaded dataset |
| Giact Systems | NONE | $9,671 | not reported in the loaded dataset |
| Segal Company | NONE | $7,500 | not reported in the loaded dataset |
| Manatt, Phelps & Philipps Llp | NONE | $6,852 | not reported in the loaded dataset |