Southern California Local 831 - Employer Health Fund — Form 5500 plan (Board Of Trustees, Southern California Local 831 -)
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 Local 831 - Employer Health Fund is a benefit plan reported by Board Of Trustees, Southern California Local 831 - under EIN 95-6047878 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,087 participants and $34,684,219 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Southern California Local 831 -
- EIN
- 95-6047878
- Plan number
- 501
- Plan type
- 1
- Location
- Covina, CA
- Latest filing year
- 2023
- Participants
- 1,087
- End-of-year plan assets
- $34,684,219
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,087 | H, C | 20241015143256NAL0049930752001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,684,219
- Total liabilities (EOY)
- $7,726,229
- Net assets (EOY)
- $26,957,990
- Net assets (BOY)
- $21,598,372
Income & contributions
- Employer contributions
- $20,981,049
- Participant contributions
- $616,038
- Total contributions
- $21,597,087
- Total income / additions
- $24,364,717
Expenses & distributions
- Benefits paid
- $18,184,005
- Administrative expenses
- $821,094
- Total expenses
- $19,005,099
- Net increase / (decrease)
- $5,359,618
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Southwest Administrators | NONE | $249,528 | $0 | 2023 |
| Miller Kaplan Arase Llp | NONE | $140,700 | $0 | 2023 |
| Anthem Blue Cross Life & Ins. Co. | NONE | $90,482 | $0 | 2023 |
| Cohen, Weiss And Simon Llp | NONE | $70,292 | $0 | 2023 |
| Oxford Insurance Management | NONE | $40,500 | $0 | 2023 |
| Rothner, Segall & Greenstone | NONE | $34,461 | $0 | 2023 |
| R.V. Kuhns Investment Consulting | NONE | $27,924 | $0 | 2023 |
| Ronald Dean | NONE | $26,186 | $0 | 2023 |
| The Segal Company | NONE | $19,500 | $0 | 2023 |
| Us Bank | NONE | $18,042 | $0 | 2023 |
| Alsweet Associates | NONE | $17,232 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Southern California Local 831 -
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Covina, CA
- Pacific Southwest Administrators — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Anthem Blue Cross Life & Ins. Co. — Schedule C compensation
- Cohen, Weiss And Simon Llp — Schedule C compensation
- Oxford Insurance Management — Schedule C compensation
- Rothner, Segall & Greenstone — Schedule C compensation
- R.V. Kuhns Investment Consulting — Schedule C compensation
- Ronald Dean — Schedule C compensation
- The Segal Company — Schedule C compensation
- Us Bank — Schedule C compensation
- Alsweet Associates — Schedule C compensation