Original filing (PDF)20251010175221NAL0004439715005

BOARD OF TRUSTEES, LAUNDRY AND DRY CLEANING WORKERS LOCAL NO. 52 HEALT

Name: BOARD OF TRUSTEES, LAUNDRY AND DRY CLEANING WORKERS LOCAL NO. 52 HEALT — LAUNDRY AND DRY CLEANING WORKERS LOCAL NO. 52 HEALTH AND WELFARE TRUST, Form 5500 (2024)
Creator: BOARD OF TRUSTEES, LAUNDRY AND DRY CLEANING WORKERS LOCAL NO. 52 HEALT

Form 5500

FILING_RECEIVED

LAUNDRY AND DRY CLEANING WORKERS LOCAL NO. 52 HEALTH AND WELFARE TRUST

Health & welfare plan

Signals · 4

100% in single holding~278 bps in Sched C feesNo recordkeeper disclosed8 service providers

Active participants

1,697

Accounts w/ balance

—

Plan assets (EOY)

$46.9M

Net assets (EOY)

$43.6M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, LAUNDRY AND DRY CLEANING WORKERS LOCAL NO. 52 HEALT.

Plan sponsor

Name

BOARD OF TRUSTEES, LAUNDRY AND DRY CLEANING WORKERS LOCAL NO. 52 HEALT

EIN

95-6537860

Address

1200 WILSHIRE BLVD, FIFTH FLOOR · LOS ANGELES, CA · 90017

Phone

(562) 463-5000

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

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

Audit & trust (Schedule H)

Auditor

HENNINGFIELD & ASSOCIATES, INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

8 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
AETNA LIFE INSURANCE COMPANY	06-6033492	—	NONE	$612K	—
BENEFIT PROGRAMS ADMINISTRATION	13-2501278	—	NONE	$358K	—
RX BENEFITS INC.	63-1157085	—	NONE	$79K	—
MILLIMAN	91-0675641	—	NONE	$75K	—
WITHUM SMITH BROWN PC	22-2027092	—	NONE	$63K	—
REICH, ADELL & CVITAN	95-3082677