401k Plan data: CONSTRUCTION LABORERS ANNUITY PLAN FOR SOUTHERN CALIFORNIA plan

CONSTRUCTION LABORERS ANNUITY PLAN FOR SOUTHERN CALIFORNIA 401k Plan overview

Plan Name	CONSTRUCTION LABORERS ANNUITY PLAN FOR SOUTHERN CALIFORNIA
Plan identification number	002

CONSTRUCTION LABORERS ANNUITY PLAN FOR SOUTHERN CALIFORNIA Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit)

401k Sponsoring company profile

BOARD OF TRUSTEES, CONSTRUCTION LABORERS ANNUITY PLAN has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES, CONSTRUCTION LABORERS ANNUITY PLAN

Employer identification number (EIN): 956031812

NAIC Classification: 237990
NAIC Description: Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONSTRUCTION LABORERS ANNUITY PLAN FOR SOUTHERN CALIFORNIA

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-07-01

Plan Statistics for CONSTRUCTION LABORERS ANNUITY PLAN FOR SOUTHERN CALIFORNIA

401k plan membership statisitcs for CONSTRUCTION LABORERS ANNUITY PLAN FOR SOUTHERN CALIFORNIA

Measure Date Value
2022: CONSTRUCTION LABORERS ANNUITY PLAN FOR SOUTHERN CALIFORNIA 2022 401k membership
Total participants, beginning-of-year 2022-01-01 32,006
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 44,665
Number of retired or separated participants receiving benefits 2022-01-01 107
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 44,772
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 9
Total participants 2022-01-01 44,781
Number of participants with account balances 2022-01-01 44,665
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
Number of employers contributing to the scheme 2022-01-01 1,186
2021: CONSTRUCTION LABORERS ANNUITY PLAN FOR SOUTHERN CALIFORNIA 2021 401k membership
Total participants, beginning-of-year 2021-01-01 33,280
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 31,952
Number of retired or separated participants receiving benefits 2021-01-01 54
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 32,006
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 32,006
Number of participants with account balances 2021-01-01 32,006
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
Number of employers contributing to the scheme 2021-01-01 1,052
2020: CONSTRUCTION LABORERS ANNUITY PLAN FOR SOUTHERN CALIFORNIA 2020 401k membership
Total participants, beginning-of-year 2020-01-01 26,648
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 32,032
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 1,193
Total of all active and inactive participants 2020-01-01 33,226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 54
Total participants 2020-01-01 33,280
Number of participants with account balances 2020-01-01 33,280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
Number of employers contributing to the scheme 2020-01-01 1,071
2019: CONSTRUCTION LABORERS ANNUITY PLAN FOR SOUTHERN CALIFORNIA 2019 401k membership
Total participants, beginning-of-year 2019-01-01 18,356
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 24,147
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2,463
Total of all active and inactive participants 2019-01-01 26,610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 38
Total participants 2019-01-01 26,648
Number of participants with account balances 2019-01-01 26,648
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
Number of employers contributing to the scheme 2019-01-01 1,764
2018: CONSTRUCTION LABORERS ANNUITY PLAN FOR SOUTHERN CALIFORNIA 2018 401k membership
Total participants, beginning-of-year 2018-07-01 18,356
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 18,356
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 0
Total of all active and inactive participants 2018-07-01 18,356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 18,356
Number of participants with account balances 2018-07-01 18,356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
Number of employers contributing to the scheme 2018-07-01 1,699

Measure	Date	Value
2022: CONSTRUCTION LABORERS ANNUITY PLAN FOR SOUTHERN CALIFORNIA 2022 401k membership
Total participants, beginning-of-year	2022-01-01	32,006
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	44,665
Number of retired or separated participants receiving benefits	2022-01-01	107
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	44,772
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	9
Total participants	2022-01-01	44,781
Number of participants with account balances	2022-01-01	44,665
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
Number of employers contributing to the scheme	2022-01-01	1,186
2021: CONSTRUCTION LABORERS ANNUITY PLAN FOR SOUTHERN CALIFORNIA 2021 401k membership
Total participants, beginning-of-year	2021-01-01	33,280
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	31,952
Number of retired or separated participants receiving benefits	2021-01-01	54
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	32,006
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	32,006
Number of participants with account balances	2021-01-01	32,006
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
Number of employers contributing to the scheme	2021-01-01	1,052
2020: CONSTRUCTION LABORERS ANNUITY PLAN FOR SOUTHERN CALIFORNIA 2020 401k membership
Total participants, beginning-of-year	2020-01-01	26,648
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	32,032
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	1,193
Total of all active and inactive participants	2020-01-01	33,226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	54
Total participants	2020-01-01	33,280
Number of participants with account balances	2020-01-01	33,280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
Number of employers contributing to the scheme	2020-01-01	1,071
2019: CONSTRUCTION LABORERS ANNUITY PLAN FOR SOUTHERN CALIFORNIA 2019 401k membership
Total participants, beginning-of-year	2019-01-01	18,356
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	24,147
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2,463
Total of all active and inactive participants	2019-01-01	26,610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	38
Total participants	2019-01-01	26,648
Number of participants with account balances	2019-01-01	26,648
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
Number of employers contributing to the scheme	2019-01-01	1,764
2018: CONSTRUCTION LABORERS ANNUITY PLAN FOR SOUTHERN CALIFORNIA 2018 401k membership
Total participants, beginning-of-year	2018-07-01	18,356
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	18,356
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	0
Total of all active and inactive participants	2018-07-01	18,356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	18,356
Number of participants with account balances	2018-07-01	18,356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
Number of employers contributing to the scheme	2018-07-01	1,699

Financial Data on CONSTRUCTION LABORERS ANNUITY PLAN FOR SOUTHERN CALIFORNIA

Measure	Date	Value
2022 : CONSTRUCTION LABORERS ANNUITY PLAN FOR SOUTHERN CALIFORNIA 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$405,792
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$339,877
Total income from all sources (including contributions)	2022-12-31	$43,487,897
Total of all expenses incurred	2022-12-31	$413,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$323,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$44,594,661
Value of total assets at end of year	2022-12-31	$105,745,202
Value of total assets at beginning of year	2022-12-31	$62,605,268
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$90,569
Total interest from all sources	2022-12-31	$789,475
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$351,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$351,632
Administrative expenses professional fees incurred	2022-12-31	$17,736
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$1,947,430
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$967,399
Administrative expenses (other) incurred	2022-12-31	$59,633
Liabilities. Value of operating payables at end of year	2022-12-31	$405,792
Liabilities. Value of operating payables at beginning of year	2022-12-31	$339,877
Total non interest bearing cash at end of year	2022-12-31	$1,248,253
Total non interest bearing cash at beginning of year	2022-12-31	$24,517,913
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$43,074,019
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$105,339,410
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$62,265,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$32,530,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$34,426,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$65,683,891
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$404
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$404
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$789,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,247,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$44,594,661
Employer contributions (assets) at end of year	2022-12-31	$4,335,491
Employer contributions (assets) at beginning of year	2022-12-31	$2,693,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$323,309
Contract administrator fees	2022-12-31	$13,200
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2022-12-31	952036255
2021 : CONSTRUCTION LABORERS ANNUITY PLAN FOR SOUTHERN CALIFORNIA 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$339,877
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$82,554
Total income from all sources (including contributions)	2021-12-31	$29,592,294
Total of all expenses incurred	2021-12-31	$224,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$83,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$29,954,940
Value of total assets at end of year	2021-12-31	$62,605,268
Value of total assets at beginning of year	2021-12-31	$32,980,348
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$140,875
Total interest from all sources	2021-12-31	$69
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$269,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$269,422
Administrative expenses professional fees incurred	2021-12-31	$25,954
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2021-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Minimum employer required contribution for this plan year	2021-12-31	$29,954,940
Amount contributed by the employer to the plan for this plan year	2021-12-31	$29,954,940
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$967,399
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$4,212,584
Administrative expenses (other) incurred	2021-12-31	$101,721
Liabilities. Value of operating payables at end of year	2021-12-31	$339,877
Liabilities. Value of operating payables at beginning of year	2021-12-31	$82,554
Total non interest bearing cash at end of year	2021-12-31	$24,517,913
Total non interest bearing cash at beginning of year	2021-12-31	$8,218,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$29,367,597
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$62,265,391
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$32,897,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$34,426,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$18,589,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$404
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$335
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$335
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$69
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$-632,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$29,954,940
Employer contributions (assets) at end of year	2021-12-31	$2,693,176
Employer contributions (assets) at beginning of year	2021-12-31	$1,960,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$83,822
Contract administrator fees	2021-12-31	$13,200
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2021-12-31	952036255
2020 : CONSTRUCTION LABORERS ANNUITY PLAN FOR SOUTHERN CALIFORNIA 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$82,554
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$18,704
Total income from all sources (including contributions)	2020-12-31	$19,988,604
Total of all expenses incurred	2020-12-31	$151,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$438
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$19,847,986
Value of total assets at end of year	2020-12-31	$32,980,348
Value of total assets at beginning of year	2020-12-31	$13,079,136
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$150,804
Total interest from all sources	2020-12-31	$51,527
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$178,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$178,286
Administrative expenses professional fees incurred	2020-12-31	$94,886
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2020-12-31	0
Minimum employer required contribution for this plan year	2020-12-31	$19,847,986
Amount contributed by the employer to the plan for this plan year	2020-12-31	$19,847,986
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$4,212,584
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$12,144,522
Administrative expenses (other) incurred	2020-12-31	$42,718
Liabilities. Value of operating payables at end of year	2020-12-31	$82,554
Liabilities. Value of operating payables at beginning of year	2020-12-31	$18,704
Total non interest bearing cash at end of year	2020-12-31	$8,218,004
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$19,837,362
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$32,897,794
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$13,060,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$18,589,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$335
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$51,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$-89,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$19,847,986
Employer contributions (assets) at end of year	2020-12-31	$1,960,334
Employer contributions (assets) at beginning of year	2020-12-31	$934,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$438
Contract administrator fees	2020-12-31	$13,200
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2020-12-31	952036255
2019 : CONSTRUCTION LABORERS ANNUITY PLAN FOR SOUTHERN CALIFORNIA 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$18,704
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$6,050
Total income from all sources (including contributions)	2019-12-31	$10,145,279
Total of all expenses incurred	2019-12-31	$33,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$10,006,340
Value of total assets at end of year	2019-12-31	$13,079,136
Value of total assets at beginning of year	2019-12-31	$2,954,203
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$33,000
Total interest from all sources	2019-12-31	$138,939
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$20,346
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2019-12-31	0
Minimum employer required contribution for this plan year	2019-12-31	$10,006,340
Amount contributed by the employer to the plan for this plan year	2019-12-31	$10,006,340
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$12,144,522
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$2,496,981
Liabilities. Value of operating payables at end of year	2019-12-31	$18,704
Liabilities. Value of operating payables at beginning of year	2019-12-31	$6,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$10,112,279
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,060,432
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,948,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$138,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$10,006,340
Employer contributions (assets) at end of year	2019-12-31	$934,614
Employer contributions (assets) at beginning of year	2019-12-31	$457,222
Contract administrator fees	2019-12-31	$12,654
Did the plan have assets held for investment	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2019-12-31	952036255
2018 : CONSTRUCTION LABORERS ANNUITY PLAN FOR SOUTHERN CALIFORNIA 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$6,050
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$2,972,194
Total of all expenses incurred	2018-12-31	$24,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,954,048
Value of total assets at end of year	2018-12-31	$2,954,203
Value of total assets at beginning of year	2018-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$24,041
Total interest from all sources	2018-12-31	$18,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$17,991
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2018-12-31	0
Minimum employer required contribution for this plan year	2018-12-31	$2,954,048
Amount contributed by the employer to the plan for this plan year	2018-12-31	$2,954,048
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$2,496,981
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Liabilities. Value of operating payables at end of year	2018-12-31	$6,050
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$2,948,153
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,948,153
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$18,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,954,048
Employer contributions (assets) at end of year	2018-12-31	$457,222
Employer contributions (assets) at beginning of year	2018-12-31	$0
Contract administrator fees	2018-12-31	$6,050
Did the plan have assets held for investment	2018-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2018-12-31	952036255

Form 5500 Responses for CONSTRUCTION LABORERS ANNUITY PLAN FOR SOUTHERN CALIFORNIA

2022: CONSTRUCTION LABORERS ANNUITY PLAN FOR SOUTHERN CALIFORNIA 2022 form 5500 responses
2022-01-01	Type of plan entity	Multi-employer plan
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CONSTRUCTION LABORERS ANNUITY PLAN FOR SOUTHERN CALIFORNIA 2021 form 5500 responses
2021-01-01	Type of plan entity	Multi-employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CONSTRUCTION LABORERS ANNUITY PLAN FOR SOUTHERN CALIFORNIA 2020 form 5500 responses
2020-01-01	Type of plan entity	Multi-employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CONSTRUCTION LABORERS ANNUITY PLAN FOR SOUTHERN CALIFORNIA 2019 form 5500 responses
2019-01-01	Type of plan entity	Multi-employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CONSTRUCTION LABORERS ANNUITY PLAN FOR SOUTHERN CALIFORNIA 2018 form 5500 responses
2018-07-01	Type of plan entity	Multi-employer plan
2018-07-01	First time form 5500 has been submitted	Yes
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-07-01	Plan is a collectively bargained plan	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	BOARD OF TRUSTEES, CONSTRUCTION LABORERS ANNUITY PLAN
Employer identification number (EIN):	956031812
NAIC Classification:	237990
NAIC Description:	Other Heavy and Civil Engineering Construction