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Original filing (PDF)20250415114614NAL0005535392001
BOARD OF TRUSTEES L.A. CO. FIRE FIGHTERS LOCAL 1014 HEALTH AND WELF
Form 5500
FILING_RECEIVED
LOS ANGELES COUNTY FIRE FIGHTERS LOCAL 1014 HEALTH AND WELFARE PLAN
Health & welfare plan
Signals · 4
19 failed disclosures~235 bps in Sched C feesNo recordkeeper disclosed61 service providers
Active participants
2,982
Accounts w/ balance
—
Plan assets (EOY)
$416.7M
Net assets (EOY)
$393.2M
Plan health score (directional)
74
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
65
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 19 Schedule C providers failed to disclose compensation.
- 235 bps in Schedule C fees — 2253% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES L.A. CO. FIRE FIGHTERS LOCAL 1014 HEALTH AND WELF.
Plan sponsor
Name
BOARD OF TRUSTEES L.A. CO. FIRE FIGHTERS LOCAL 1014 HEALTH AND WELF
EIN
95-3846186
Address
3460 FLETCHER AVENUE · EL MONTE, CA · 91731
Phone
(310) 639-1014
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
61 rowsTrustee
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DON LASSIG | 95-3846186 | — | TRUSTEE | $15K | — |
| XAVIER CAMPOS | 95-3846186 | — | TRUSTEE | $8K | — |
| DAVID MORSE | 95-3846186 | — | TRUSTEE | $6K | — |
Other
58| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPLAN | 20-3720767 | — | NONE | $1.6M | — |
| ANTHEM BLUE CROSS | 95-4331852 | — | NONE | $1.3M | — |
| ARISTOTLE CAPITAL MANAGEMENT, LLC | 95-4833644 | — | NONE | $595K | — |
| VISION SERVICE PLAN | 94-1632821 | — | NONE | $582K | — |
| KEYSTONE NATIONAL GROUP | 20-5150678 | — | NONE | $547K | — |
| CBRE GLOBAL INVESTORS | 95-4752098 | — | NONE | $378K | — |
| CITYSCAPE IT PROS | 46-1791445 | — | NONE | $293K | — |
| REGINALD CYRUS | 95-3846186 | — | EMPLOYEE | $248K | — |
| AMERICAN REALTY ADVISORS | 33-0123114 | — | NONE | $241K | — |
| PACIFIC INVESTMENTS | 77-0583390 | — | NONE | $200K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC | 52-1796473 | — | NONE | $200K | — |
| IRMA ARANIBAR | 95-3846186 | — | EMPLOYEE | $174K | — |
| JOSE MORALES | 95-3846189 | — | EMPLOYEE | $168K | — |
| DEBBIE LINK | 95-3846186 | — | EMPLOYEE | $159K | — |
| CAROL MOORE | 95-3846186 | — | EMPLOYEE | $155K | — |
| MARTINA MOJICA | 95-3846186 | — | EMPLOYEE | $146K | — |
| DANIELLA MARTINEZ | 95-3846186 | — | EMPLOYEE | $119K | — |
| MELANIE TALSMA | 95-3846186 | — | EMPLOYEE | $115K | — |
| NATALIE VASQUEZ | 95-3846186 | — | EMPLOYEE | $115K | — |
| MISTY LOPEZ | 95-3846186 | — | EMPLOYEE | $114K | — |
| MICHAEL SEEGMILLER | 95-3846186 | — | EMPLOYEE | $110K | — |
| DANA TENEYCK | 95-3846186 | — | EMPLOYEE | $103K | — |
| FRANK TIMPANI | 95-3846186 | — | EMPLOYEE | $103K | — |
| YADIRA CARABANTE | 95-3846186 | — | EMPLOYEE | $102K | — |
| DEBBIE NUNEZ | 95-3846186 | — | EMPLOYEE | $100K | — |
| SONIA GUERRERO | 95-3846186 | — | EMPLOYEE | $99K | — |
| ANA CRUZ | 95-3846186 | — | EMPLOYEE | $97K | — |
| L. WOODALL | 95-3846186 | — | EMPLOYEE | $91K | — |
| LUIS CISNEROS | 95-3846186 | — | EMPLOYEE | $91K | — |
| LEIA MASHAKA CONSULTING | — | LAS VEGAS, NV | NONE | $91K | — |
| DONNA BEHAN | 95-3846186 | — | EMPLOYEE | $91K | — |
| S. DAIRY | 95-3846186 | — | EMPLOYEE | $90K | — |
| JESSIE MALDONADO | 95-3846186 | — | EMPLOYEE | $87K | — |
| A. HERNANDEZ | 95-3846186 | — | EMPLOYEE | $80K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $78K | — |
| M. ENJILI | 95-3846186 | — | EMPLOYEE | $75K | — |
| MERCER HUMAN RESOURCE | — | IRVINE, CA | NONE | $71K | — |
| C. ARGUIN | 95-3846186 | — | EMPLOYEE | $68K | — |
| POLOMA PUBLIC AFFAIRS | 83-0883342 | — | NONE | $66K | — |
| G. GILLESPIE | 95-3846186 | — | EMPLOYEE | $66K | — |
| EXPRESS SCRIPTS | — | ST. LOUIS, MO | NONE | $64K | — |
| S. HERRON | 95-3846186 | — | EMPLOYEE | $62K | — |
| CONSIDINE & ASSOCIATES, INC. | — | LAGUNA HILLS, CA | NONE | $53K | — |
| JANET HERRERA | 95-3846186 | — | EMPLOYEE | $37K | — |
| HEA MCG HEALTH, LLC | 33-1104821 | — | NONE | $36K | — |
| J. BERNAL | 95-3846186 | — | EMPLOYEE | $36K | — |
| WILSON, ELSER, NOKSKOWITZ | 22-2027092 | — | NONE | $32K | — |
| FAIR HEALTH INC | 90-0524293 | — | NONE | $29K | — |
| E. ESTRELLA | 95-3846186 | — | EMPLOYEE | $28K | — |
| PRO PHARMA PHARMACEUTICAL | 95-4081972 | — | NONE | $26K | — |
| HARRISON ELECTRIC & SOLAR | 45-3669794 | — | NONE | $23K | — |
| MARVIN PAULL | — | WILDOMAR, CA | NONE | $20K | — |
| KATHLEEN SLOTHOUR, CONSULTING | 56-7706501 | — | NONE | $20K | — |
| ADP | 13-3036745 | — | NONE | $15K | — |
| ORACLE AMERICA, INC. | 94-2805249 | — | NONE | $9K | — |
| LEWIS BRISBOIS BISGARRD & SMITH LLP | 95-3720522 | — | NONE | $6K | — |
| BRYCE HERNSDORF IVR SYSTEM | — | GRANBY, CT | NONE | $6K | — |
| SPYING EYE SURVEILLANCE, INC | 95-4479927 | — | NONE | $6K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| ANTHEM BLUE CROSS | SERVICE PROVIDER FAILED TO PROVIDE DISCLOSURE OF INDIRECT COMPENSATION, IF ANY. |
| VISION SERVICE PLAN (VSP) | SERVICE PROVIDER FAILED TO PROVIDE DISCLOSURE OF INDIRECT COMPENSATION, IF ANY. |
| BRIDGEWAY BENEFIT TECHNOLOGIES LLC | SERVICE PROVIDER FAILED TO PROVIDE DISCLOSURE OF INDIRECT COMPENSATION, IF ANY. |
| LEIA MASHAKA CONSULTING | SERVICE PROVIDER FAILED TO PROVIDE DISCLOSURE OF INDIRECT COMPENSATION, IF ANY. |
| MERCER HUMAN RESOURCE | SERVICE PROVIDER FAILED TO PROVIDE DISCLOSURE OF INDIRECT COMPENSATION, IF ANY. |
| HEA MCG HEALTH, LLC | SERVICE PROVIDER FAILED TO PROVIDE DISCLOSURE OF INDIRECT COMPENSATION, IF ANY. |
| WILSON, ELSER, NOKSKOWITZ | SERVICE PROVIDER FAILED TO PROVIDE DISCLOSURE OF INDIRECT COMPENSATION, IF ANY. |
| FAIR HEALTH INC. | SERVICE PROVIDER FAILED TO PROVIDE DISCLOSURE OF INDIRECT COMPENSATION, IF ANY. |
| MARVIN PAULL | SERVICE PROVIDER FAILED TO PROVIDE DISCLOSURE OF INDIRECT COMPENSATION, IF ANY. |
| ADP | SERVICE PROVIDER FAILED TO PROVIDE DISCLOSURE OF INDIRECT COMPENSATION, IF ANY. |
| ORACLE AMERICA, INC | SERVICE PROVIDER FAILED TO PROVIDE DISCLOSURE OF INDIRECT COMPENSATION, IF ANY. |
| LEWIS BRISBOIS BISGARRD & SMITH LLP | SERVICE PROVIDER FAILED TO PROVIDE DISCLOSURE OF INDIRECT COMPENSATION, IF ANY. |
| BANK OF AMERICA | SERVICE PROVIDER FAILED TO PROVIDE DISCLOSURE OF INDIRECT COMPENSATION, IF ANY. |
| BRYCE HERNSDORF IVR SYSTEM | SERVICE PROVIDER FAILED TO PROVIDE DISCLOSURE OF INDIRECT COMPENSATION, IF ANY. |
| CBRE GLOBAL INVESTORS | SERVICE PROVIDER FAILED TO PROVIDE DISCLOSURE OF INDIRECT COMPENSATION, IF ANY. |
| DAVID MORSE | SERVICE PROVIDER FAILED TO PROVIDE DISCLOSURE OF INDIRECT COMPENSATION, IF ANY. |
| CAROL MOORE | SERVICE PROVIDER FAILED TO PROVIDE DISCLOSURE OF INDIRECT COMPENSATION, IF ANY. |
| YADIRA CARABANTE | SERVICE PROVIDER FAILED TO PROVIDE DISCLOSURE OF INDIRECT COMPENSATION, IF ANY. |
| JANET HERRERA | SERVICE PROVIDER FAILED TO PROVIDE DISCLOSURE OF INDIRECT COMPENSATION, IF ANY. |
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.