2023 Form 5500 filing — The San Diego Union-Tribune LLC Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004095613NAL0005601011002) for The San Diego Union-Tribune LLC Retirement Plan, reported by The San Diego Union-Tribune LLC under EIN 26-4538894 and plan number 001. It reports 3,152 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004095613NAL0005601011002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The San Diego Union-Tribune LLC
- EIN
- 26-4538894
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 3,152
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $102,701,112
- Total liabilities (EOY)
- $100,243
- Net assets (EOY)
- $102,600,869
- Employer contributions
- $2,900,000
- Total income / additions
- $23,515,879
- Benefits paid
- $12,886,065
- Administrative expenses
- $3,462,215
- Total expenses
- $16,348,280
- Net increase / (decrease)
- $7,167,599
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ford & Harrison Llp | NONE | $464,417 | not reported in the loaded dataset |
| Angeles Investment Advisors LLC | NONE | $162,037 | not reported in the loaded dataset |
| Milliman Inc | NONE | $153,166 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $138,023 | $0 |
| Cambridge Associates LLC | NONE | $89,878 | not reported in the loaded dataset |
| Silchester International Investors | NONE | $80,368 | $0 |
| Baker Tilly Us, Llp | NONE | $28,665 | not reported in the loaded dataset |
| Wellington Trust Company Na | NONE | $8,129 | not reported in the loaded dataset |