Original filing (PDF)20251024154530NAL0002740657001

LOS ANGELES CITY EMPLOYEES ASSN.

Name: LOS ANGELES CITY EMPLOYEES ASSN. — LOS ANGELES CITY EMPLOYEES ASSN WELFARE BENEFIT PLAN, Form 5500 (2024)
Creator: LOS ANGELES CITY EMPLOYEES ASSN.

Form 5500

FILING_RECEIVED

LOS ANGELES CITY EMPLOYEES ASSN WELFARE BENEFIT PLAN

Health & welfare plan

Signals · 3

~14170 bps in Sched C feesNo recordkeeper disclosed52 service providers

Active participants

49,474

Accounts w/ balance

—

Plan assets (EOY)

$4.1M

Net assets (EOY)

-$1.1M

How this plan invests

This plan

78 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade D

Below-average — multiple flags

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOS ANGELES CITY EMPLOYEES ASSN..

Plan sponsor

Name

LOS ANGELES CITY EMPLOYEES ASSN.

EIN

95-1667955

Address

311 SOUTH SPRING STREET #1300 · LOS ANGELES, CA · 900131203

Phone

(213) 620-0388

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-10-24

Welfare benefit codes

4B · Life Insurance

4H · Long-Term Disability

4L · Death Benefits (other than life insurance)

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

52 rows

Investments

78 direct securities· $81.8M(100% of reported assets)

Other securities

$74.8M

63 holdings

OTHER

$6.0M

6 holdings

Cash / Money Market

$819K

4 holdings

U.S. Treasuries

$67K

3 holdings

Common Stock

$40K

2 holdings

					% of plan
Total Liabilities	Other securities	—	-$479K	$7.6M	184.0%
Total Liabilities	Other securities	—	-$240K	$7.0M	171.2%
Total Payables	Other securities	—	-$479K	$4.2M	101.1%
Accounts Payable and Accrued Expenses 1,847,799 2,315,094 -	Other securities	—	—	$4.2M	101.1%
Administrative Allowance 2,700,608 996,143 -	Other securities	—	—	$3.7M	89.8%
Total Payables	Other securities	—	-$240K	$3.6M	88.1%
Accounts Payable and Accrued Expenses 1,721,483 1,906,491 -	Other securities	—	—	$3.6M	88.1%
TICKET EXPENSE - 3,596,960 -	Other securities	—	—	$3.6M	87.3%
Administrative Allowance 2,528,045 984,878 -	Other securities	—	—	$3.5M	85.3%
Ticket Revenue - 3,375,718 -	Other securities	—	—	$3.4M	82.0%
Membership Dues - 3,301,704 -	Other securities	—	—	$3.3M	80.2%
Membership Dues - 2,953,717 -	Other securities	—	—	$3.0M	71.7%
Interest Bearing Experience Rating Refunds Receivable 2,938,510 -	OTHER	—	$2.9M	$2.9M	71.3%
TICKET EXPENSE - 2,417,193 -	Other securities	—	—	$2.4M	58.7%
Ticket Revenue - 2,329,018 -	Other securities	—	—	$2.3M	56.5%
LIABILITIES BENEFIT OBLIGATIONS Membersʼ Insurance Premiums 2,266,323 -	Other securities	—	—	$2.3M	55.0%
Interest Bearing Experience Rating Refunds Receivable 2,061,622 -	OTHER	—	—	$2.1M	50.1%
LIABILITIES BENEFIT OBLIGATIONS Membersʼ Insurance Premiums 1,987,897 -	Other securities	—	—	$2.0M	48.3%
Investment in LACEA Insurance Services (1,452,561) -	Other securities	—	—	$1.5M	35.3%
Operating Lease Right-of-Use Asset, Net 1,369,382 76,457 -	Other securities	—	—	$1.4M	35.1%
Total Lease Liabilities 1,354,887 78,712 -	Other securities	—	—	$1.4M	34.8%
Total Lease Liabilities 1,111,629 36,469 -	Other securities	—	—	$1.1M	27.9%
Operating Lease Right-of-Use Asset, Net 1,112,567 34,940 -	Other securities	—	—	$1.1M	27.9%
Investment in LACEA Insurance Services (957,569) -	Other securities	—	—	$958K	23.2%
ACCUMULATED DEFICIT Accumulated Deficit	Other securities	—	-$958K	$958K	23.2%
Operating Lease Liability, Long-Term 863,897 -	Other securities	—	—	$864K	21.0%
ASSETS INVESTMENTS (AT FAIR VALUE) Exchange Traded Funds 574,089 -	Other securities	—	—	$574K	13.9%
Inventories - 569,336 -	Other securities	—	—	$569K	13.8%
ASSETS Prepaid Expenses and Deposits 140,324 352,425 -	OTHER	—	—	$493K	12.0%
CASH AND CASH EQUIVALENTS 386,030 83,373 -	Cash / Money Market	—	—	$469K	11.4%
Inventories - 447,758 -	Other securities	—	—	$448K	10.9%
ASSETS Prepaid Expenses and Deposits 103,439 285,314 -	OTHER	—	—	$389K	9.4%
Total Receivables	Other securities	—	-$240K	$381K	9.2%
CASH AND CASH EQUIVALENTS 65,268 260,011 -	Cash / Money Market	—	—	$325K	7.9%
Funds Held by Insurer 300,000 4,345 -	Other securities	—	—	$304K	7.4%
ASSETS INVESTMENTS (AT FAIR VALUE) Exchange Traded Funds 302,578 -	Other securities	—	—	$303K	7.3%
LEASE LIABILITIES Operating Lease Liability, Current 243,258 42,243 -	Other securities	—	—	$286K	6.9%
LEASE LIABILITIES Operating Lease Liability, Current 247,732 36,469 -	Other securities	—	—	$284K	6.9%
Merchandise Revenue - 264,340 -	Other securities	—	—	$264K	6.4%
Membership Dues 36,763 209,727 -	Other securities	—	—	$246K	6.0%
Merchandise Revenue - 236,717 -	Other securities	—	—	$237K	5.7%
Total Receivables	Other securities	—	-$479K	$218K	5.3%
Office Furniture and Equipment, Net 42,166 160,197 -	Other securities	—	—	$202K	4.9%
Net Insurance Premium Income 536,036 (355,439) -	Other securities	—	—	$181K	4.4%
MERCHANDISE EXPENSE - 174,236 -	Other securities	—	—	$174K	4.2%
Office Furniture and Equipment, Net 49,023 114,104 -	Other securities	—	—	$163K	4.0%
Interest Income 142,931 966 -	Other securities	—	—	$144K	3.5%
RECEIVABLES Accrued Interest 142,991 -	Other securities	—	—	$143K	3.5%
Interest Income 118,236 -	Other securities	—	—	$118K	2.9%
RECEIVABLES Accrued Interest 118,072 -	Other securities	—	—	$118K	2.9%

1–50 of 78

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Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

MetLife$2.9M State Street / SPDR$128K Vanguard$92K BlackRock / iShares$83K

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Name	EIN	Location	Relation	Direct comp	Indirect comp
REDWOOD HEALTH SERVICES	94-2349739	—	PARTY IN INTEREST	$859K	—
DP SAN RAFAEL LLC	20-1745739	—	PARTY IN INTEREST	$269K	—
JOHN A. HAWKINS	95-1667955	—	PARTY IN INTEREST	$258K	—
ROBERTO LARIOS	95-1667955	—	PARTY IN INTEREST	$241K	—
BRIAN G. TRENT	95-1667955	—	PARTY IN INTEREST	$219K	—
PETROS KHACHATRIAN	95-1667955	—	PARTY IN INTEREST	$206K	—
ARLENE HERRERO	95-1667955	—	PARTY IN INTEREST	$200K	—
SUMMY LAM	95-1667955	—	PARTY IN INTEREST	$199K	—
REYNALDO HERNANDEZ	95-1667955	—	PARTY IN INTEREST	$191K	—
NOELLE KAUFFMAN	95-1667955	—	PARTY IN INTEREST	$178K	—
TUYET-TRINH PHAM	95-1667955	—	PARTY IN INTEREST	$164K	—
GUADALUPE LIRA	95-1667955	—	PARTY IN INTEREST	$161K	—
P. LEIGH THOMPSON	95-1667955	—	PARTY IN INTEREST	$153K	—
CLARA FLORES	95-1667955	—	PARTY IN INTEREST	$142K	—
MARIANA LANDAETA-GUEVARA	95-1667955	—	PARTY IN INTEREST	$137K	—
CHERYL MARTIN	95-1667955	—	PARTY-IN-INTEREST	$133K	—
OSI BEYOND LLC	20-0471383	—	PARTY IN INTEREST	$132K	—
DALILA VIELMA	95-1667955	—	PARTY IN INTEREST	$129K	—
ALAN BOUND	95-1667955	—	PARTY IN INTEREST	$128K	—
CITLALI BON SANCHEZ	95-1667955	—	PARTY IN INTEREST	$119K	—
DEANGELO THOMPSON	95-1667955	—	PARTY IN INTEREST	$95K	—
MEGAN ECKERT (DEBOLT)	95-1667955	—	PARTY IN INTEREST	$91K	—
RONALD CORTEZ	95-1667955	—	PARTY IN INTEREST	$91K	—
DANIEL MCALINDEN	95-1667955	—	PARTY IN INTEREST	$87K	—
CYNTHIA HA	95-1667955	—	PARTY IN INTEREST	$85K	—
CESILEE CASTILLO	95-1667955	—	PARTY-IN-INTEREST	$82K	—
MIKAYLA DOOLEY SPRAGUE	95-1667955	—	PARTY IN INTEREST	$80K	—
FRANK OCHOA	95-1667955	—	PARTY-IN-INTEREST	$78K	—
DULCE LOPEZ	95-1667955	—	PARTY IN INTEREST	$73K	—
UNITED AGENCIES	45-3797711	—	PARTY IN INTEREST	$68K	—
REBECCA PLATERO DEBOLT	95-1667955	—	PARTY IN INTEREST	$68K	—
DYLAN NOEL	95-1667955	—	PARTY IN INTEREST	$67K	—
EDUARDO ESCALONA	95-1667955	—	PARTY IN INTEREST	$66K	—
CLIFTONLARSONALLEN LLP	41-0746749	—	PARTY IN INTEREST	$62K	—
GENESIS MARTINEZ FLORES	95-1667955	—	PARTY IN INTEREST	$60K	—
NATALIA GUEVARA	95-1667955	—	PARTY IN INTEREST	$57K	—
RAUL SALGADO	95-1667955	—	PARTY IN INTEREST	$56K	—
EDITH BON SANCHEZ	95-1667955	—	PARTY IN INTEREST	$53K	—
MARCUS MARTIN	95-1667955	—	PARTY-IN-INTEREST	$50K	—
RICH R ASTE	95-1667955	—	PARTY IN INTEREST	$41K	—
CENTERPOINT MANAGEMENT GROUP	87-2486633	—	PARTY-IN-INTEREST	$34K	—
MONICA ZAMUDIO	95-1667955	—	PARTY IN INTEREST	$32K	—
AMERICAN MAILING SERVICE, INC.	95-1582580	—	PARTY IN INTEREST	$29K	—
VISION SERVICE PLAN	94-1632821	—	PARTY IN INTEREST	$21K	—
MARTIN M LANDAETA JR	95-1667955	—	PARTY IN INTEREST	$20K	—
SAFEGUARD BUSINESS SYSTEMS	23-1689322	—	PARTY IN INTEREST	$15K	—
ISAIAH HAWKINS	95-1667955	—	PARTY IN INTEREST	$13K	—
HANNAH HAWKINS	95-1667955	—	PARTY-IN-INTEREST	$12K	—
KLAWITER	95-4020239	—	PARTY IN INTEREST	$11K	—
DYLAN HERRERO	95-1667955	—	PARTY IN INTEREST	$8K	—
HYATT LEGAL PLANS, INC	34-1650967	—	PARTY-IN-INTEREST	$6K	—
O'HAGAN MEYER	82-4346091	—	PARTY IN INTEREST	$5K	—