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Original filing (PDF)20251118135505NAL0002672737001
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA DISTRICT
Form 5500
FILING_RECEIVED
SOUTHERN CALIFORNIA DISTRICT COUNCIL OF LABORERS SEVERANCE PAY PLAN
Health & welfare plan
Active participants
75
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, SOUTHERN CALIFORNIA DISTRICT.
Plan sponsor
Name
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA DISTRICT
DBA
COUNCIL OF LABORERS SEVERANCE
EIN
95-0684559
Address
1123 PARK VIEW DR STE 300 · COVINA, CA · 91724
Phone
(626) 350-6900
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-11-18
Welfare benefit codes
4I · Severance Pay
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS | — | BEVERLY HILLS, CA | NONE | $63K | — |
| RAEL & LETSON | 94-1701048 | — | NONE | $22K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $12K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.