Original filing (PDF)20251015142431NAL0006410960001

SOUTHERN CALIFORNIA PIPE TRADES

Name: SOUTHERN CALIFORNIA PIPE TRADES — SOUTHERN CALIFORNIA PIPE TRADES PENSIONERS & SURVIVING SPOUSES HEALTH FUND, Form 5500 (2024)
Creator: SOUTHERN CALIFORNIA PIPE TRADES

Form 5500

FILING_RECEIVED

SOUTHERN CALIFORNIA PIPE TRADES PENSIONERS & SURVIVING SPOUSES HEALTH FUND

Health & welfare plan

Signals · 2

~434 bps in Sched C fees11 service providers

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$42.5M

Net assets (EOY)

$39.2M

How this plan invests

This plan

1 pooled trust

Schedule D

174 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

100

Total plan cost

Vendor stack

100

Participation health

Knocking points off

434 bps in Schedule C fees — 1395% above peer band of 29 bps.
No active participants reported but plan still holds assets.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHERN CALIFORNIA PIPE TRADES.

Plan sponsor

Name

SOUTHERN CALIFORNIA PIPE TRADES

DBA

PENSIONERS & SURVIVING SPOUSES HEALTH

EIN

27-4271742

Address

501 SHATTO PLACE, SUITE 500 · LOS ANGELES, CA · 90020

Phone

(213) 385-6161

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Welfare benefit codes

4A · Health (other than dental or vision)

4D · Dental

Audit & trust (Schedule H)

Auditor

EIDE BAILLY LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

11 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
SO CA PIPE TRADES ADMIN CORP	95-4557526	—	RELATED-PARTY	$935K	—
BLUE SHEILD OF CALIFORNIA	94-0360524	—	NONE	$587K	—
NATIONAL INVESTMENT SERVICES	80-0169636	—	NONE	$111K	—
RAEL & LETSON	94-1701048	—	NONE	$66K	—
EIDE BAILLY LLP	45-0250958	—	NONE	$50K	—
MILLER KAPLAN ARASE & CO.	95-2036255	—	NONE	$41K	—
COUNCIL FOR AFFORDABLE QUALITY HC	—	WASHINGTON, DC	NONE	$16K	—
SEGAL CONSULTING	94-1503999	—	NONE	$15K	—
O'DONOGHUE & O'DONOGHUE	53-0120518	—	NONE	$10K	—
NEW ENGLAND PENSION CONSULTANTS	04-2927339	—	NONE	$7K	—
BUSH GOTTLIEB	95-2956616	—	NONE	$7K	—

Investments

173 direct securities · 1 pooled fund· $40.4M(95% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Uncategorized

$34.3M

173 holdings

Common Collective Trust

$6.1M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
NIS TOTAL ABSOLUTE RETURN FUND, LLC NATIONAL INVESTMENT SERVICES · EIN 45-4783986 / PN 001	Common Collective Trust	—	$4.8M	$6.1M	14.3%
US Treasury	—	—	$3.8M	$3.8M	9.0%
US Treasury	—	—	$3.5M	$3.5M	8.2%
US Treasury	—	—	$2.2M	$2.2M	5.3%
First American Government Obligation Fund	—	—	$1.3M	$1.3M	3.0%
US Treasury	—	—	$1.2M	$1.2M	2.9%
US Treasury	—	—	$1.0M	$1.0M	2.4%
US Treasury	—	—	$592K	$613K	1.4%
Aercap Ireland	—	—	$395K	$407K	1.0%
United Air 2014 2	—	—	$365K	$367K	0.9%
Toronto Dominion Mtn	—	—	$355K	$359K	0.8%
Pnc Financial Services	—	—	$327K	$330K	0.8%
First Horizon Natl	—	—	$268K	$279K	0.7%
Royal Bk Ca	—	—	$255K	$255K	0.6%
Take Two Interactive	—	—	$250K	$251K	0.6%
US Bank Natl Mtn	—	—	$250K	$249K	0.6%
General Mtrs Finl Co	—	—	$240K	$243K	0.6%
Agco Corp	—	—	$240K	$242K	0.6%
Old Republic Intl	—	—	$240K	$241K	0.6%
State Str Corp	—	—	$240K	$237K	0.6%
Realty Income Corp	—	—	$229K	$228K	0.5%
Wells Fargo Co Mtn	—	—	$225K	$224K	0.5%
Air Lease Corp Mtn	—	—	$200K	$210K	0.5%
Blackrock Funding	—	—	$205K	$205K	0.5%
Caterpillar Mtn	—	—	$205K	$204K	0.5%
Exeter Auto Recv	—	—	$197K	$204K	0.5%
Citigroup Commercial	—	—	$190K	$194K	0.5%
Wisconsin Pub Svc	—	—	$190K	$191K	0.4%
Enbridge Inc	—	—	$185K	$189K	0.4%
Morgan Stanley Baml	—	—	$197K	$189K	0.4%
Dte Energy Co	—	—	$185K	$186K	0.4%
Healthcare Trust	—	—	$185K	$185K	0.4%
Accenture Capital	—	—	$185K	$182K	0.4%
Oregon ST Sch Brds	—	—	$184K	$180K	0.4%
Energy Transfer LP	—	—	$175K	$179K	0.4%
World Omni Select	—	—	$175K	$177K	0.4%
Royal Bk cda Mtn	—	—	$175K	$176K	0.4%
Brookfield Fianance	—	—	$174K	$175K	0.4%
Comm Mortgage Trust	—	—	$174K	$174K	0.4%
Capital One Multi	—	—	$175K	$174K	0.4%
Barclays Commercial	—	—	$164K	$172K	0.4%
Obligation Fund	—	—	$172K	$172K	0.4%
Kimco Realty	—	—	$173K	$171K	0.4%
American Express	—	—	$169K	$169K	0.4%
Gm Fin Consumer	—	—	$167K	$167K	0.4%
American Honda Mtn	—	—	$165K	$164K	0.4%
Countrywide Asset	—	—	$163K	$161K	0.4%
Santander Drive Auto	—	—	$160K	$161K	0.4%
Santander Drive Auto	—	—	$160K	$161K	0.4%
Seattle Children	—	—	$160K	$159K	0.4%
Wells Fargo Coml	—	—	$154K	$159K	0.4%
Morgan Stanley Baml	—	—	$153K	$157K	0.4%
Bhp Billiton Fin	—	—	$155K	$157K	0.4%
Benchmark Mtg	—	—	$159K	$157K	0.4%
Lousiana Loc	—	—	$158K	$156K	0.4%
Duke Energy Corp	—	—	$155K	$155K	0.4%
Residential Asset	—	—	$153K	$154K	0.4%
Hewlett Packard	—	—	$155K	$153K	0.4%
Bank	—	—	$150K	$153K	0.4%
Citigroup Coml Mtg	—	—	$150K	$152K	0.4%
Ford Credit Auto	—	—	$150K	$152K	0.4%
Santander Drive Auto	—	—	$150K	$152K	0.4%
Credit Suisse Ag Mtn	—	—	$148K	$151K	0.4%
GM Fin Atmbl Lease	—	—	$150K	$151K	0.4%
Bridgecrest Lending	—	—	$150K	$151K	0.4%
World Omni Aut	—	—	$149K	$150K	0.4%
Amphenol Corp	—	—	$149K	$150K	0.4%
US Bank Mtn	—	—	$150K	$150K	0.4%
Virginia Pwr Fuel	—	—	$149K	$150K	0.4%
Mercedes Benz Auto	—	—	$143K	$143K	0.3%
US Airways 2013 1A	—	—	$137K	$140K	0.3%
Wells Fargo Co Mtg	—	—	$138K	$140K	0.3%
State Str Corp Sr	—	—	$140K	$139K	0.3%
Carmax Auto Owner	—	—	$135K	$137K	0.3%
Exeter Automobile	—	—	$135K	$137K	0.3%
Pioneer Nat Res Co	—	—	$135K	$136K	0.3%
Hna 2015 LLC	—	—	$147K	$136K	0.3%
State Str Corp	—	—	$135K	$135K	0.3%
Bbcms Mtg Tr	—	—	$129K	$134K	0.3%
Americredit Auto Rec	—	—	$133K	$134K	0.3%
Discover Card	—	—	$128K	$130K	0.3%
Canadian Imperial Bk	—	—	$130K	$129K	0.3%
JP Morgan Chase Co	—	—	$130K	$129K	0.3%
Bank	—	—	$123K	$126K	0.3%
Santander Drive Auto	—	—	$125K	$126K	0.3%
Drive Auto Receiva	—	—	$125K	$125K	0.3%
JP Morgan Chase Co	—	—	$125K	$125K	0.3%
Santander Drive	—	—	$125K	$125K	0.3%
World Omni ATM tr	—	—	$120K	$121K	0.3%
Fresb Multifamily	—	—	$123K	$121K	0.3%
Drive Auto	—	—	$115K	$115K	0.3%
Boardwalk Pipelines	—	—	$111K	$114K	0.3%
Mastercard	—	—	$115K	$114K	0.3%
State Str Corp Sr	—	—	$110K	$111K	0.3%
Bank of America Corp	—	—	$103K	$111K	0.3%
Royal Bank of Mtn	—	—	$110K	$110K	0.3%
Morgan Stanley Mtn	—	—	$103K	$110K	0.3%
Ford Cr Auto Owner	—	—	$110K	$110K	0.3%
6297782 LLC	—	—	$110K	$110K	0.3%
Comm Mtg Tr	—	—	$117K	$107K	0.3%
Carvana Auto Rec	—	—	$106K	$107K	0.3%
GM Fin Cons Auto Rec	—	—	$106K	$107K	0.3%
Aon North American	—	—	$105K	$106K	0.2%
American Express Co	—	—	$105K	$106K	0.2%
GM Fin Atmbl Lease	—	—	$104K	$105K	0.2%
Bbcms Mtg Tr	—	—	$103K	$105K	0.2%
Bank New York Mtn	—	—	$105K	$105K	0.2%
Gallagher Arthur J	—	—	$105K	$105K	0.2%
World Omni Auto	—	—	$105K	$105K	0.2%
Hsbc Holdings	—	—	$103K	$104K	0.2%
Santander Auto Rec	—	—	$100K	$103K	0.2%
Udr Inc Mtn	—	—	$98K	$102K	0.2%
American Express Co	—	—	$100K	$101K	0.2%
Bank Montreal Mtn	—	—	$100K	$101K	0.2%
Wisconsin ST Gen	—	—	$103K	$101K	0.2%
Santander Drive Auto	—	—	$100K	$100K	0.2%
Oklahoma Transn Ok	—	—	$100K	$100K	0.2%
Bank of America Mtn	—	—	$100K	$100K	0.2%
JP Morgan Chase Co	—	—	$88K	$97K	0.2%
Benchmark Mtg	—	—	$97K	$97K	0.2%
Keycorp Mtn	—	—	$95K	$95K	0.2%
M T Bk Corp Mtn	—	—	$95K	$95K	0.2%
Gm Fin Cons Aut	—	—	$94K	$94K	0.2%
Charles Schwab Corp	—	—	$90K	$94K	0.2%
Bank Nova Scotia B C	—	—	$90K	$91K	0.2%
Bank New York Mtn	—	—	$90K	$90K	0.2%
Jpmbb Commercial	—	—	$85K	$89K	0.2%
Americredit	—	—	$90K	$88K	0.2%
American Homes 4	—	—	$89K	$88K	0.2%
South Carolina	—	—	$87K	$87K	0.2%
World Omni Auto	—	—	$85K	$85K	0.2%
Truist Financial Corp Mtn	—	—	$80K	$81K	0.2%
Soundview Hm	—	—	$80K	$81K	0.2%
Louisiana ST	—	—	$81K	$81K	0.2%
Manuf Traders	—	—	$75K	$80K	0.2%
Santander Drive	—	—	$78K	$78K	0.2%
At T Inc	—	—	$74K	$78K	0.2%
Smith Nephew	—	—	$75K	$76K	0.2%
JP Morgan Chase	—	—	$72K	$72K	0.2%
Toyota At Rec Own	—	—	$73K	$72K	0.2%
Ally Auto Recv Tr	—	—	$71K	$71K	0.2%
Americredit Automobile	—	—	$68K	$68K	0.2%
Exeter Auto Rec Tr	—	—	$65K	$65K	0.2%
Accredited Mortgage	—	—	$59K	$60K	0.1%
Bank 2017	—	—	$63K	$59K	0.1%
Csfb Mtg Ptc	—	—	$59K	$59K	0.1%
Wells Fargo Mtn	—	—	$55K	$56K	0.1%
Santander Drive Auto	—	—	$55K	$55K	0.1%
John Deere Owner	—	—	$56K	$55K	0.1%
Drive Auto Rec Tr	—	—	$41K	$43K	0.1%
Carvana Auto	—	—	$42K	$42K	<0.1%
Citicorp Res Mtg	—	—	$38K	$37K	<0.1%
Bear Stearns	—	—	$39K	$37K	<0.1%
Abay Leasing LLC	—	—	$39K	$36K	<0.1%
Home Equity Mtg Tr	—	—	$33K	$32K	<0.1%
Structured Asset	—	—	$33K	$32K	<0.1%
Penta Aircraft	—	—	$31K	$31K	<0.1%
World Omni Select	—	—	$28K	$28K	<0.1%
Exp Imp Imb	—	—	$26K	$26K	<0.1%
Structured Adjust	—	—	$25K	$24K	<0.1%
Citigroup Commercial	—	—	$25K	$24K	<0.1%
Reliance Industries	—	—	$22K	$23K	<0.1%
Nissan Auto Lease	—	—	$22K	$22K	<0.1%
Carvana Auto Rec Tr	—	—	$17K	$17K	<0.1%
Gsr Mortgage Loan	—	—	$13K	$12K	<0.1%
Community Mortgage Trust	—	—	$11K	$10K	<0.1%
Novastar Home Loan	—	—	$10K	$10K	<0.1%
Gsr Mortgage Loan	—	—	$9K	$9K	<0.1%
Credit Suisse Firs	—	—	$8K	$7K	<0.1%
Carvana Auto Rcv	—	—	$7K	$7K	<0.1%
Utah ST Build	—	—	$6K	$6K	<0.1%
Duke Energy Progre	—	—	$6K	$6K	<0.1%
Comm Mtg Tr	—	—	$2K	$2K	<0.1%
Petroleos Mexicanos	—	—	$476	$492	<0.1%