2023 Form 5500 filing — Southern California Drug Benefit 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 20250414165504NAL0004019410001) for Southern California Drug Benefit Fund, reported by Board Of Trustees, Southern California Drug Benefit under EIN 95-6474516 and plan number 501. It reports 9,639 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414165504NAL0004019410001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Southern California Drug Benefit
- EIN
- 95-6474516
- Plan number
- 501
- Location
- Los Angeles, CA
- Participants
- 9,639
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,523,423
- Total liabilities (EOY)
- $35,114,537
- Net assets (EOY)
- $28,408,886
- Employer contributions
- $98,952,056
- Participant contributions
- $3,411,054
- Total income / additions
- $105,763,020
- Benefits paid
- $103,461,241
- Administrative expenses
- $6,265,578
- Total expenses
- $109,726,819
- Net increase / (decrease)
- -$3,963,799
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Blue Cross | NONE | $1,107,440 | $0 |
| Schwartz, Steinsapir, Dohrmann | NONE | $392,131 | $0 |
| Delta Dental Of California | NONE | $253,752 | $0 |
| The Segal Group Inc. | NONE | $166,954 | $0 |
| Transomatic Corporation | NONE | $161,468 | $0 |
| Innovative Software Systems, Inc. | NONE | $155,520 | $0 |
| Miller Kaplan Arase Llp | NONE | $147,021 | $0 |
| John Young | EMPLOYEE | $109,783 | $0 |
| Health Management | NONE | $79,469 | $0 |
| David Pidlaoan | EMPLOYEE | $72,931 | $0 |
| Elizabeth Eliot | EMPLOYEE | $66,076 | $0 |
| Mark May | EMPLOYEE | $65,068 | $0 |
| Fetapaaki Maka | EMPLOYEE | $63,190 | $0 |
| Cynthia Fields | EMPLOYEE | $62,486 | $0 |
| Carol Howarth | EMPLOYEE | $57,167 | $0 |
| American Direct Mail | NONE | $56,243 | $0 |
| Joie Gungab | EMPLOYEE | $55,069 | $0 |
| Desiree Atacador | EMPLOYEE | $53,650 | $0 |
| Tpx Communications | NONE | $50,360 | $0 |
| Joan Sandoval | EMPLOYEE | $48,097 | $0 |
| Maria D'Angelo Bond | EMPLOYEE | $48,092 | $0 |
| Yesica Cortes | EMPLOYEE | $47,305 | $0 |
| Terry Ryan | EMPLOYEE | $47,225 | $0 |
| Juan Sanchez | EMPLOYEE | $47,118 | $0 |
| Diane Doty | EMPLOYEE | $47,031 | $0 |
| Sergio Hernandez | EMPLOYEE | $46,824 | $0 |
| Gloria Huizar | EMPLOYEE | $46,632 | $0 |
| Sabrina Saenz | EMPLOYEE | $46,166 | $0 |
| Cecilia Bueno | EMPLOYEE | $45,773 | $0 |
| Tammie Florence | EMPLOYEE | $45,384 | $0 |
| Adoracion Sicat | EMPLOYEE | $44,818 | $0 |
| Vincent Lara | EMPLOYEE | $43,325 | $0 |
| Cindy Rainey | EMPLOYEE | $43,298 | $0 |
| Erika Jones | EMPLOYEE | $42,868 | $0 |
| Rose Sanders | EMPLOYEE | $38,968 | $0 |
| Dawn Vuong | EMPLOYEE | $36,366 | $0 |
| Sayfarth Shaw Llp | NONE | $35,913 | $0 |
| Elizabeth Oropeza | EMPLOYEE | $35,582 | $0 |
| Steven Jones | EMPLOYEE | $35,421 | $0 |
| John Valdez | EMPLOYEE | $34,821 | $0 |
| Virginia Reyes | EMPLOYEE | $34,217 | $0 |
| Antwan Coleman | EMPLOYEE | $32,049 | $0 |
| Victor Balana | EMPLOYEE | $29,736 | $0 |
| Nely Perez | EMPLOYEE | $27,428 | $0 |
| Optumrx | NONE | $13,613 | $0 |
| The Northern Trust Co. | NONE | $13,013 | $0 |
| Bc Life & Health | NONE | $7,862 | $0 |
| Pitney Bowes | NONE | $6,458 | $0 |
| Podiatry Plan Org. Of Ca, Inc. | NONE | $5,300 | $0 |