Los Angeles Machinist Benefit Trust — Form 5500 plan (Board Of Trustees, Los Angeles Machinist Benefit Trust)

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, Los Angeles Machinist Benefit Trust is a benefit plan reported by Board Of Trustees, Los Angeles Machinist Benefit Trust under EIN 95-2755074 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,086 participants and $18,089,870 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees, Los Angeles Machinist Benefit Trust
EIN
95-2755074
Plan number
501
Plan type
1
Location
Pleasant Hill, CA
Latest filing year
2023
Participants
1,086
End-of-year plan assets
$18,089,870

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,086H, C20250415112539NAL0001456739005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,089,870
Total liabilities (EOY)
$668,136
Net assets (EOY)
$17,421,734
Net assets (BOY)
$14,897,007

Income & contributions

Employer contributions
$24,956,576
Participant contributions
$1,077,144
Total contributions
$26,033,720
Total income / additions
$27,394,664

Expenses & distributions

Benefits paid
$23,652,662
Administrative expenses
$1,217,275
Total expenses
$24,869,937
Net increase / (decrease)
$2,524,727

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Corcoran AdministratorsNONE$516,000not reported in the loaded dataset2023
Rael And LetsonNONE$226,181not reported in the loaded dataset2023
Eide Bailly LlpNONE$126,861not reported in the loaded dataset2023
Blue CrossNONE$51,730not reported in the loaded dataset2023
Cigna - Dental PpoNONE$42,621$02023
Gilbert & Sackman, A Law Corp.NONE$28,074not reported in the loaded dataset2023
Michael Surowitz Compliance VerificNONE$22,877not reported in the loaded dataset2023
Scott Capital AdvisorsNONE$20,074not reported in the loaded dataset2023
NavitusNONE$19,299not reported in the loaded dataset2023
Vision Service PremiumNONE$18,748not reported in the loaded dataset2023

Related Form 5500 pages