2023 Form 5500 filing — Southern California Glaziers, Architectural Metal And Glass Workers Health And Welfare 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 20241014170847NAL0046935264001) for Southern California Glaziers, Architectural Metal And Glass Workers Health And Welfare Fund, reported by Board Of Trustees, Southern California Glaziers, under EIN 95-3040229 and plan number 501. It reports 902 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014170847NAL0046935264001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Southern California Glaziers,
- EIN
- 95-3040229
- Plan number
- 501
- Location
- Covina, CA
- Participants
- 902
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,945,068
- Total liabilities (EOY)
- $8,075,368
- Net assets (EOY)
- $16,869,700
- Employer contributions
- $17,514,903
- Participant contributions
- $103,505
- Total income / additions
- $19,495,468
- Benefits paid
- $18,909,936
- Administrative expenses
- $389,204
- Total expenses
- $19,299,140
- Net increase / (decrease)
- $196,328
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Southwest Administrators | NONE | $106,238 | not reported in the loaded dataset |
| Wohlner, Kaplon, Et Al. | NONE | $63,018 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $32,600 | not reported in the loaded dataset |
| Alsweet Associates | NONE | $31,412 | not reported in the loaded dataset |
| Oxford Insurance & Risk Management | NONE | $30,000 | not reported in the loaded dataset |
| Us Bank | NONE | $25,835 | $0 |
| Segal Consulting | NONE | $20,402 | not reported in the loaded dataset |