# Board Of Trustees, Laborers Health & Wel Trust Fd For Southern Califor Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-laborers-health-wel-trust-fd-for-southern-califor-516146048-501

> Board Of Trustees, Laborers Health & Wel Trust Fd For Southern Califor's Health & Welfare plan: 27,764 participants, plan year 2024 financials, providers, an…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Laborers Health & Wel Trust Fd For Southern Califor

- **Sponsor EIN:** 516146048

- **Sponsor Address:** 1123 PARK VIEW DRIVE, STE 200, COVINA, CA, 91724

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 27,764

- **Total Assets:** $237.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|27,764|$237.8M|$350.8M|$4.6M|

| 2023|25,110|$218.6M|$334.2M|$5.1M|

| 2022|21,050|$191.1M|$308.8M|$5.3M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PACIFIC SOUTHWEST ADMINISTRATORS|Other Service Provider|$8,113,530|—|$8,113,530|

| ANTHEM BLUE CROSS LIFE AND HEALTH|Other Service Provider|$4,768,068|—|$4,768,068|

| CLTFSC, LLC|Other Service Provider|$1,567,309|—|$1,567,309|

| OPTUMRX|Other Service Provider|$252,768|$99,764|$352,532|

| NATIONAL INVESTMENT SERVICES|Other Service Provider|$193,772|—|$193,772|

| REICH, ADELL & CVITAN|Other Service Provider|$176,792|—|$176,792|

| THE SEGAL COMPANY|Recordkeeper|$125,000|—|$125,000|

| SHOGREN SERVICES, LLC|Other Service Provider|$110,850|—|$110,850|

| CALIBRE CPA GROUP, PLLC|Auditor|$109,000|—|$109,000|

| ALAN Z. WEISS|Other Service Provider|$79,380|—|$79,380|

| COX, CASTLE & NICHOLSON|Other Service Provider|$65,616|—|$65,616|

| ASSURED PARTNERS OF CALIFORNIA|Other Service Provider|$61,550|—|$61,550|

| EPIC HEARING HEALTHCARE|Other Service Provider|$60,906|—|$60,906|

| LEONARD J. SILBERMAN|Other Service Provider|$56,900|—|$56,900|

| HOWARD GOODMAN|Other Service Provider|$41,315|—|$41,315|

| US BANK NATIONAL ASSOCIATION|Recordkeeper|$36,560|—|$36,560|

| NEPC, LLC|Recordkeeper|$35,000|—|$35,000|

| HORIZON ACTUARIAL SERVICES, LLC|Other Service Provider|$21,000|—|$21,000|

| THE LAW OFFICE OF KENNETH KINGDON|Other Service Provider|$9,885|—|$9,885|

| UNION ADR, LLC|Other Service Provider|$6,155|—|$6,155|

| PACIFICA ARBITRATION|Other Service Provider|$5,828|—|$5,828|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THE SEGAL COMPANY](https://planprovider.pro/provider/milliman) — Recordkeeper

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

- [US BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [NEPC, LLC](https://planprovider.pro/provider/milliman) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $15,996,948

- **Estimated Expense Ratio:** 6.727% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$11,686,807|$241,916|$8,113,530|$74,260|—|

| 2023|$10,948,858|$203,850|$7,722,456|$155,191|—|

| 2022|$11,083,815|$219,141|$7,497,528|—|$406,888|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-laborers-health-wel-trust-fd-for-southern-califor-516146048-501)

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