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Original filing (PDF)20251011192507NAL0008641169001
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA LUMBER
Form 5500
FILING_RECEIVED
SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND
Health & welfare plan
Signals · 3
~880 bps in Sched C feesNo recordkeeper disclosed11 service providers
Active participants
1,328
Accounts w/ balance
—
Plan assets (EOY)
$10.6M
Net assets (EOY)
$6.6M
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 880 bps in Schedule C fees — 2934% above peer band of 29 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, SOUTHERN CALIFORNIA LUMBER.
Plan sponsor
Name
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA LUMBER
DBA
INDUSTRY WELFARE FUND
EIN
95-6035120
Address
1200 WILSHIRE BLVD FL 5 · LOS ANGELES, CA · 90017
Phone
(562) 463-5000
Industry
Manufacturingsee 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
2025-10-11
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PROGRAMS ADMINISTRATION | 13-2501278 | — | NONE | $587K | — |
| ANTHEM BLUE CROSS LIFE & HEALTH INS | 95-4331852 | — | NONE | $122K | — |
| MILLIMAN USA | 91-0675641 | — | NONE | $89K | — |
| KRAW LAW GROUP | 32-0465891 | — | NONE | $51K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $35K | — |
| OPTUM RX, INC. | 33-0441200 | — | NONE | $13K | — |
| SHANLEY, A LAW CORP | 87-3029070 | — | NONE | $9K | — |
| ROLAND CRISS | 75-2866255 | — | NONE | $6K | — |
| BERRY & CO, CPA'S | — | LAS VEGAS, NV | NONE | $6K | — |
| US BANK | 31-0841368 | — | NONE | $6K | — |
| PRINCIPAL CUSTODY SOLUTIONS | — | WACO, TX | NONE | $5K | — |
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.