2023 Form 5500 filing — Southern California General Sales Employers And United Food And Commercial Workers Unions Pension Fund
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 20241007215504NAL0028477920001) for Southern California General Sales Employers And United Food And Commercial Workers Unions Pension Fund, reported by Board Of Trustees, Southern California General Sales Employers under EIN 51-6029991 and plan number 001. It reports 2,283 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007215504NAL0028477920001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Southern California General Sales Employers
- EIN
- 51-6029991
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 2,283
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $88,872,631
- Total liabilities (EOY)
- $283,206
- Net assets (EOY)
- $88,589,425
- Employer contributions
- $5,464
- Total income / additions
- $7,698,850
- Benefits paid
- $6,659,751
- Administrative expenses
- $655,661
- Total expenses
- $7,315,412
- Net increase / (decrease)
- $383,438
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Company, Western States | NONE | $91,705 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $50,091 | not reported in the loaded dataset |
| Schwartz Steinsapir Dohrmann & Somm | NONE | $48,787 | not reported in the loaded dataset |
| Rvk, Inc. | NONE | $38,477 | not reported in the loaded dataset |
| Transomatic Corporation | NONE | $13,793 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $13,375 | not reported in the loaded dataset |
| The Northern Trust Co. | NONE | $11,262 | $0 |