Southern California Pipe Trades Christmas Bonus Fund — Form 5500 plan (Southern California Pipe Trades Christmas Bonus Fund)

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 Pipe Trades Christmas Bonus Fund is a benefit plan reported by Southern California Pipe Trades Christmas Bonus Fund under EIN 95-4349805 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,028 participants and $2,302,820 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southern California Pipe Trades Christmas Bonus Fund
EIN
95-4349805
Plan number
501
Plan type
1
Location
Los Angeles, CA
Latest filing year
2023
Participants
4,028
End-of-year plan assets
$2,302,820

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,028H, C20241015201528NAL0030838993005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,302,820
Total liabilities (EOY)
$52,985
Net assets (EOY)
$2,249,835
Net assets (BOY)
$1,707,586

Income & contributions

Employer contributions
$9,445,869
Total contributions
$9,445,869
Total income / additions
$9,688,184

Expenses & distributions

Benefits paid
$8,802,738
Administrative expenses
$343,197
Total expenses
$9,145,935
Net increase / (decrease)
$542,249

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
So Ca Pipe Trades Admin CorpNONE$239,592not reported in the loaded dataset2023
Eide Bailly LlpNONE$34,041not reported in the loaded dataset2023
Withum Smith + Brown, PcNONE$12,086$02023
Segal ConsultingNONE$11,759not reported in the loaded dataset2023
Bush Gottlieb A Law CorpNONE$10,085not reported in the loaded dataset2023
Miller Kaplan Arase & CompanyNONE$9,994not reported in the loaded dataset2023

Related Form 5500 pages