Southern California Painting & Drywall Industries Health And Welfare Trust Fund — Form 5500 plan (Board Of Trustees, Southern California Painting &)
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, Southern California Painting & Drywall Industries Health And Welfare Trust Fund is a benefit plan reported by Board Of Trustees, Southern California Painting & under EIN 95-1731374 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,997 participants and $117,537,826 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Southern California Painting &
- EIN
- 95-1731374
- Plan number
- 501
- Plan type
- 1
- Location
- Covina, CA
- Latest filing year
- 2023
- Participants
- 2,997
- End-of-year plan assets
- $117,537,826
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,997 | H, C | 20241014191321NAL0026998689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $117,537,826
- Total liabilities (EOY)
- $24,222,778
- Net assets (EOY)
- $93,315,048
- Net assets (BOY)
- $84,254,147
Income & contributions
- Employer contributions
- $45,066,073
- Participant contributions
- $203,833
- Total contributions
- $45,269,906
- Total income / additions
- $54,065,418
Expenses & distributions
- Benefits paid
- $43,676,975
- Administrative expenses
- $1,327,542
- Total expenses
- $45,004,517
- Net increase / (decrease)
- $9,060,901
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Southwest Administrators | NONE | $542,652 | not reported in the loaded dataset | 2023 |
| Blue Cross Of California | NONE | $228,349 | not reported in the loaded dataset | 2023 |
| Alsweet Associates | NONE | $95,467 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $63,000 | not reported in the loaded dataset | 2023 |
| Rothner, Segall & Greenstone | NONE | $52,284 | not reported in the loaded dataset | 2023 |
| Oxford Risk Mgmt & Insurance Srvcs | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Verus | NONE | $42,843 | not reported in the loaded dataset | 2023 |
| Melissa W. Cook | NONE | $26,743 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $23,893 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $7,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Southern California Painting &
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Covina, CA
- Pacific Southwest Administrators — Schedule C compensation
- Blue Cross Of California — Schedule C compensation
- Alsweet Associates — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Rothner, Segall & Greenstone — Schedule C compensation
- Oxford Risk Mgmt & Insurance Srvcs — Schedule C compensation
- Verus — Schedule C compensation
- Melissa W. Cook — Schedule C compensation
- Us Bank — Schedule C compensation
- Milliman — Schedule C compensation