Laborers Health And Welfare Trust Fund For Northern California — Form 5500 plan (Board Of Trustees Laborers Health Welfare Trust Fund Northern Cal.)
Plain-English plan 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, Laborers Health And Welfare Trust Fund For Northern California is a benefit plan reported by Board Of Trustees Laborers Health Welfare Trust Fund Northern Cal. under EIN 94-1235152 and plan number 501. The latest loaded filing year is 2023. The filing reports 25,093 participants and $499,734,932 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Laborers Health Welfare Trust Fund Northern Cal.
- EIN
- 94-1235152
- Plan number
- 501
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 25,093
- End-of-year plan assets
- $499,734,932
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 25,093 | H, C | 20250314150141NAL0011905283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $499,734,932
- Total liabilities (EOY)
- $63,615,434
- Net assets (EOY)
- $436,119,498
- Net assets (BOY)
- $386,327,112
Income & contributions
- Employer contributions
- $405,868,298
- Participant contributions
- $12,919,226
- Total contributions
- $418,787,524
- Total income / additions
- $469,319,058
Expenses & distributions
- Benefits paid
- $396,839,108
- Administrative expenses
- $22,687,564
- Total expenses
- $419,526,672
- Net increase / (decrease)
- $49,792,386
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Laborers Fund Administration | NONE | $14,551,661 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Life Insurance Co | NONE | $4,729,464 | $0 | 2023 |
| Transcarent Inc. | NONE | $973,590 | not reported in the loaded dataset | 2023 |
| Mcmorgan And Company LLC | NONE | $457,089 | not reported in the loaded dataset | 2023 |
| Final Option Corp | NONE | $455,414 | not reported in the loaded dataset | 2023 |
| Cgi Technologies And Solutions Inc. | NONE | $321,918 | not reported in the loaded dataset | 2023 |
| Mackay Shields LLC | NONE | $0 | $228,546 | 2023 |
| The Segal Company (Western States) | NONE | $206,408 | not reported in the loaded dataset | 2023 |
| Part D Advisors Inc. | NONE | $183,066 | not reported in the loaded dataset | 2023 |
| Hays Companies, Inc. | NONE | $175,000 | not reported in the loaded dataset | 2023 |
| American Health Holding Inc. | NONE | $107,102 | not reported in the loaded dataset | 2023 |
| Eplan LLC | NONE | $100,496 | not reported in the loaded dataset | 2023 |
| Meketa Fiduciary Management, LLC | NONE | $90,000 | not reported in the loaded dataset | 2023 |
| Healthx Inc. | NONE | $75,476 | not reported in the loaded dataset | 2023 |
| Bullivant Houser Bailey Pc | NONE | $69,025 | not reported in the loaded dataset | 2023 |
| Weinberg Roger & Rosenfeld | NONE | $55,050 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $53,835 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Services | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors Trust | NONE | $47,039 | $0 | 2023 |
| U.S. Bank National Association | NONE | $37,796 | $0 | 2023 |
| Rhumbline Advisers | NONE | $11,028 | not reported in the loaded dataset | 2023 |
| Heffernan Insurance Brokers | NONE | $0 | $8,951 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Laborers Health Welfare Trust Fund Northern Cal.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Laborers Fund Administration — Schedule C compensation
- Anthem Blue Cross Life Insurance Co — Schedule C compensation
- Transcarent Inc. — Schedule C compensation
- Mcmorgan And Company LLC — Schedule C compensation
- Final Option Corp — Schedule C compensation
- Cgi Technologies And Solutions Inc. — Schedule C compensation
- Mackay Shields LLC — Schedule C compensation
- The Segal Company (Western States) — Schedule C compensation
- Part D Advisors Inc. — Schedule C compensation
- Hays Companies, Inc. — Schedule C compensation
- American Health Holding Inc. — Schedule C compensation
- Eplan LLC — Schedule C compensation
- Meketa Fiduciary Management, LLC — Schedule C compensation
- Healthx Inc. — Schedule C compensation
- Bullivant Houser Bailey Pc — Schedule C compensation
- Weinberg Roger & Rosenfeld — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Alliant Insurance Services — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Rhumbline Advisers — Schedule C compensation
- Heffernan Insurance Brokers — Schedule C compensation