Construction Teamsters Security Fund For Southern California — Form 5500 plan (Board Of Trustees, Construction Teamsters Security)
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, Construction Teamsters Security Fund For Southern California is a benefit plan reported by Board Of Trustees, Construction Teamsters Security under EIN 95-6059190 and plan number 501. The latest loaded filing year is 2023. The filing reports 682 participants and $52,505,446 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Construction Teamsters Security
- EIN
- 95-6059190
- Plan number
- 501
- Plan type
- 1
- Location
- Covina, CA
- Latest filing year
- 2023
- Participants
- 682
- End-of-year plan assets
- $52,505,446
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 682 | H, C | 20250115172503NAL0022002337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,505,446
- Total liabilities (EOY)
- $11,156,713
- Net assets (EOY)
- $41,348,733
- Net assets (BOY)
- $37,571,899
Income & contributions
- Employer contributions
- $21,350,378
- Participant contributions
- $661,608
- Total contributions
- $22,011,986
- Total income / additions
- $23,564,648
Expenses & distributions
- Benefits paid
- $17,528,467
- Administrative expenses
- $2,259,347
- Total expenses
- $19,787,814
- Net increase / (decrease)
- $3,776,834
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions, Inc. | NONE | $1,292,529 | $0 | 2023 |
| Anthem Blue Cross | NONE | $121,156 | $0 | 2023 |
| Quest Investment Management, LLC | NONE | $98,500 | $0 | 2023 |
| Miller Kaplan Arase Llp | NONE | $82,400 | $0 | 2023 |
| A.F. Bubenas & Co. Inc | NONE | $74,160 | $0 | 2023 |
| Bush Gottlieb, A Law Corporation | NONE | $55,958 | $0 | 2023 |
| Pharmacy Benefit Solutions, Inc | NONE | $40,790 | $0 | 2023 |
| Us Bank National Association | NONE | $22,750 | $0 | 2023 |
| Wohlner Kaplon Cutler Halford & Ros | NONE | $17,589 | $0 | 2023 |
| Reich Adell & Cvitan | NONE | $16,318 | $0 | 2023 |
| Vision Service Plan | NONE | $8,986 | $0 | 2023 |
| Milliman, Inc. | NONE | $7,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Construction Teamsters Security
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Covina, CA
- Zenith American Solutions, Inc. — Schedule C compensation
- Anthem Blue Cross — Schedule C compensation
- Quest Investment Management, LLC — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- A.F. Bubenas & Co. Inc — Schedule C compensation
- Bush Gottlieb, A Law Corporation — Schedule C compensation
- Pharmacy Benefit Solutions, Inc — Schedule C compensation
- Us Bank National Association — Schedule C compensation
- Wohlner Kaplon Cutler Halford & Ros — Schedule C compensation
- Reich Adell & Cvitan — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Milliman, Inc. — Schedule C compensation