Back to filter
Original filing (PDF)20251008171615NAL0006180961001
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA LOCAL 831 -
Form 5500
FILING_RECEIVED
SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND
Health & welfare plan
Signals · 3
~172 bps in Sched C feesNo recordkeeper disclosed11 service providers
Active participants
1,109
Accounts w/ balance
—
Plan assets (EOY)
$41.8M
Net assets (EOY)
$32.8M
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
- 172 bps in Schedule C fees — 494% 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 LOCAL 831 -.
Plan sponsor
Name
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA LOCAL 831 -
DBA
EMPLOYER HEALTH FUND
EIN
95-6047878
Address
1055 PARK VIEW DR STE 111 · COVINA, CA · 91724
Phone
(626) 279-3080
Industry
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
2025-10-08
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4L · Death Benefits (other than life insurance)
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 |
|---|---|---|---|---|---|
| PACIFIC SOUTHWEST ADMINISTRATORS | 46-4942970 | — | NONE | $257K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $180K | — |
| ANTHEM BLUE CROSS LIFE & INS. CO. | 95-4331852 | — | NONE | $104K | — |
| OXFORD INSURANCE MANAGEMENT | 95-1997338 | — | NONE | $45K | — |
| R.V. KUHNS INVESTMENT CONSULTING | 93-0910652 | — | NONE | $28K | — |
| COHEN, WEISS AND SIMON LLP | 13-1592323 | — | NONE | $23K | — |
| THE SEGAL COMPANY | 94-1503999 | — | NONE | $20K | — |
| ALSWEET ASSOCIATES | 95-2766134 | — | NONE | $19K | — |
| ROTHNER, SEGALL & GREENSTONE | 95-4364982 | — | NONE | $16K | — |
| US BANK | 31-0841368 | — | NONE | $15K | — |
| RONALD DEAN | 95-3879152 | — | NONE | $14K | — |
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.