Southwest Carpenters Vacation, Sick Leave And Paid Time Off Plan — Form 5500 plan (Southwest Carpenters Vacation 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, Southwest Carpenters Vacation, Sick Leave And Paid Time Off Plan is a benefit plan reported by Southwest Carpenters Vacation Trust under EIN 95-6042279 and plan number 501. The latest loaded filing year is 2023. The filing reports 48,768 participants and $103,440,862 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southwest Carpenters Vacation Trust
- EIN
- 95-6042279
- Plan number
- 501
- Plan type
- 1
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 48,768
- End-of-year plan assets
- $103,440,862
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 48,768 | H, C | 20241001084813NAL0011209568002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $103,440,862
- Total liabilities (EOY)
- $103,547,093
- Net assets (EOY)
- -$106,231
- Net assets (BOY)
- -$999,060
Income & contributions
- Employer contributions
- $251,610,585
- Total contributions
- $251,610,585
- Total income / additions
- $257,832,817
Expenses & distributions
- Benefits paid
- $252,109,816
- Administrative expenses
- $4,830,172
- Total expenses
- $256,939,988
- Net increase / (decrease)
- $892,829
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Carpenters Southwest Admin Corp | AFFILIATED ADMIN CORP | $4,276,207 | not reported in the loaded dataset | 2023 |
| Shanley Apc | NONE | $307,003 | not reported in the loaded dataset | 2023 |
| Union Press | NONE | $37,661 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $26,300 | not reported in the loaded dataset | 2023 |
| Alan D. Biller & Associates | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Zelis Payment Holdings (Red Card) | NONE | $13,363 | not reported in the loaded dataset | 2023 |
| Giact Systems | NONE | $9,671 | not reported in the loaded dataset | 2023 |
| Segal Company | NONE | $7,500 | not reported in the loaded dataset | 2023 |
| Manatt, Phelps & Philipps Llp | NONE | $6,852 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southwest Carpenters Vacation Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Carpenters Southwest Admin Corp — Schedule C compensation
- Shanley Apc — Schedule C compensation
- Union Press — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Alan D. Biller & Associates — Schedule C compensation
- Zelis Payment Holdings (Red Card) — Schedule C compensation
- Giact Systems — Schedule C compensation
- Segal Company — Schedule C compensation
- Manatt, Phelps & Philipps Llp — Schedule C compensation