2023 Form 5500 filing — Laborers Health & Welfare Trust Fund For Southern California
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 20241015163937NAL0016893091002) for Laborers Health & Welfare Trust Fund For Southern California, reported by Board Of Trustees, Laborers Health & Wel Trust Fd For Southern Califor under EIN 51-6146048 and plan number 501. It reports 21,894 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163937NAL0016893091002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Laborers Health & Wel Trust Fd For Southern Califor
- EIN
- 51-6146048
- Plan number
- 501
- Location
- Covina, CA
- Participants
- 21,894
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $218,590,628
- Total liabilities (EOY)
- $150,018,190
- Net assets (EOY)
- $68,572,438
- Employer contributions
- $334,160,837
- Participant contributions
- $5,082,432
- Total income / additions
- $361,556,391
- Benefits paid
- $316,073,819
- Administrative expenses
- $10,948,858
- Total expenses
- $327,022,677
- Net increase / (decrease)
- $34,533,714
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Southwest Administrators | NONE | $7,722,456 | not reported in the loaded dataset |
| Anthem Blue Cross Life And Health | NONE | $4,360,082 | $0 |
| Cltfsc, LLC | NONE | $1,483,662 | not reported in the loaded dataset |
| Optumrx | NONE | $378,949 | $0 |
| Reich, Adell & Cvitan | NONE | $213,528 | not reported in the loaded dataset |
| National Investment Services | NONE | $168,850 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $155,191 | not reported in the loaded dataset |
| Shogren Services, LLC | NONE | $90,287 | not reported in the loaded dataset |
| Alan Z. Weiss | NONE | $79,200 | not reported in the loaded dataset |
| Oxford Risk Management & Ins. Svcs. | NONE | $73,692 | not reported in the loaded dataset |
| Union Adr, LLC | NONE | $68,975 | not reported in the loaded dataset |
| Epic Hearing Healthcare | NONE | $61,097 | not reported in the loaded dataset |
| Philip A. Mark | NONE | $52,134 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $35,000 | not reported in the loaded dataset |
| Us Bank National Association | NONE | $28,930 | $0 |
| Cox, Castle & Nicholson | NONE | $27,080 | not reported in the loaded dataset |
| Leonard J. Silberman | NONE | $25,068 | not reported in the loaded dataset |
| A.J. Longo & Associates | NONE | $24,620 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | NONE | $21,000 | not reported in the loaded dataset |
| Howard Goodman | NONE | $15,877 | not reported in the loaded dataset |
| Pacifica Arbitration | NONE | $7,814 | not reported in the loaded dataset |
| The Law Office Of Kenneth Kingdon | NONE | $7,785 | not reported in the loaded dataset |