Cement Masons Southern California Health And Welfare Fund — Form 5500 plan (Board Of Trustees, Cement Masons Southern California)
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, Cement Masons Southern California Health And Welfare Fund is a benefit plan reported by Board Of Trustees, Cement Masons Southern California under EIN 95-6042883 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,747 participants and $67,245,484 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Cement Masons Southern California
- EIN
- 95-6042883
- Plan number
- 501
- Plan type
- 1
- Location
- Arcadia, CA
- Latest filing year
- 2023
- Participants
- 4,747
- End-of-year plan assets
- $67,245,484
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,747 | H, C | 20241014212505NAL0013857587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,245,484
- Total liabilities (EOY)
- $14,602,652
- Net assets (EOY)
- $52,642,832
- Net assets (BOY)
- $44,988,330
Income & contributions
- Employer contributions
- $34,573,057
- Participant contributions
- $320,967
- Total contributions
- $34,894,024
- Total income / additions
- $39,125,236
Expenses & distributions
- Benefits paid
- $30,081,204
- Administrative expenses
- $1,389,530
- Total expenses
- $31,470,734
- Net increase / (decrease)
- $7,654,502
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $832,917 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Life & Health Ins | NONE | $246,737 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $179,800 | not reported in the loaded dataset | 2023 |
| Wohlner Kaplon Cutler Halford | NONE | $81,080 | not reported in the loaded dataset | 2023 |
| Verus | NONE | $51,500 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $31,900 | not reported in the loaded dataset | 2023 |
| Mufg Union Bank | NONE | $26,138 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $10,032 | $0 | 2023 |
| Medexpert International Inc. | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Cement Masons Southern California
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Arcadia, CA
- Zenith American Solutions — Schedule C compensation
- Anthem Blue Cross Life & Health Ins — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Wohlner Kaplon Cutler Halford — Schedule C compensation
- Verus — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Mufg Union Bank — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Medexpert International Inc. — Schedule C compensation