2023 Form 5500 filing — Southern California Painting & Drywall Industries 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 20241014191321NAL0026998689001) for Southern California Painting & Drywall Industries Health And Welfare Trust Fund, reported by Board Of Trustees, Southern California Painting & under EIN 95-1731374 and plan number 501. It reports 2,997 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014191321NAL0026998689001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Southern California Painting &
- EIN
- 95-1731374
- Plan number
- 501
- Location
- Covina, CA
- Participants
- 2,997
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $117,537,826
- Total liabilities (EOY)
- $24,222,778
- Net assets (EOY)
- $93,315,048
- Employer contributions
- $45,066,073
- Participant contributions
- $203,833
- Total income / additions
- $54,065,418
- Benefits paid
- $43,676,975
- Administrative expenses
- $1,327,542
- Total expenses
- $45,004,517
- Net increase / (decrease)
- $9,060,901
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Southwest Administrators | NONE | $542,652 | not reported in the loaded dataset |
| Blue Cross Of California | NONE | $228,349 | not reported in the loaded dataset |
| Alsweet Associates | NONE | $95,467 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $63,000 | not reported in the loaded dataset |
| Rothner, Segall & Greenstone | NONE | $52,284 | not reported in the loaded dataset |
| Oxford Risk Mgmt & Insurance Srvcs | NONE | $45,000 | not reported in the loaded dataset |
| Verus | NONE | $42,843 | not reported in the loaded dataset |
| Melissa W. Cook | NONE | $26,743 | not reported in the loaded dataset |
| Us Bank | NONE | $23,893 | not reported in the loaded dataset |
| Milliman | NONE | $7,000 | not reported in the loaded dataset |