2023 Form 5500 filing — Southern California Pipe Trades Health & Welfare F
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 20241015192925NAL0049542208005) for Southern California Pipe Trades Health & Welfare F, reported by Southern California Pipe Trades Health & Welfare Fund under EIN 95-1867598 and plan number 501. It reports 10,200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015192925NAL0049542208005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Southern California Pipe Trades Health & Welfare Fund
- EIN
- 95-1867598
- Plan number
- 501
- Location
- Los Angeles, CA
- Participants
- 10,200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $395,451,441
- Total liabilities (EOY)
- $118,103,961
- Net assets (EOY)
- $277,347,480
- Employer contributions
- $122,918,269
- Participant contributions
- $44,507,186
- Total income / additions
- $196,713,136
- Benefits paid
- $149,922,568
- Administrative expenses
- $12,283,652
- Total expenses
- $162,206,220
- Net increase / (decrease)
- $34,506,916
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| So Ca Pipe Trades Admin Corp | NONE | $7,582,498 | not reported in the loaded dataset |
| Blue Shield | NONE | $2,229,395 | $0 |
| National Investment Services | NONE | $898,870 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $328,853 | not reported in the loaded dataset |
| Miller Kaplan Arase & Co | NONE | $213,733 | not reported in the loaded dataset |
| Bush Gottlieb | NONE | $166,300 | not reported in the loaded dataset |
| Rael & Letson | NONE | $129,055 | not reported in the loaded dataset |
| Segal Consulting | NONE | $53,838 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue | NONE | $46,309 | not reported in the loaded dataset |
| Us Bank | NONE | $31,895 | $0 |
| Medical Evaluation Specialist | NONE | $30,953 | not reported in the loaded dataset |
| Healthrisk Resource Group | NONE | $24,621 | $0 |
| Withum Smith And Brown | NONE | $21,866 | $0 |
| New England Pension Consultants | NONE | $14,528 | not reported in the loaded dataset |
| Communicate Write | NONE | $5,366 | not reported in the loaded dataset |