2023 Form 5500 filing — Construction Laborers Pension Trust Fund For Southern California
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 20241010131324NAL0040129730005) for Construction Laborers Pension Trust Fund For Southern California, reported by Board Of Trustees,Construction Laborers Pension Trust For Southern Ca under EIN 43-6159056 and plan number 001. It reports 39,692 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010131324NAL0040129730005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees,Construction Laborers Pension Trust For Southern Ca
- EIN
- 43-6159056
- Plan number
- 001
- Location
- Covina, CA
- Participants
- 39,692
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,299,459,131
- Total liabilities (EOY)
- $2,858,942
- Net assets (EOY)
- $3,296,600,189
- Employer contributions
- $250,640,616
- Total income / additions
- $636,460,628
- Benefits paid
- $170,442,732
- Administrative expenses
- $20,396,721
- Total expenses
- $190,839,453
- Net increase / (decrease)
- $445,621,175
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tda Investment Group Inc | NONE | $8,138,851 | not reported in the loaded dataset |
| Schulte Roth & Zabel Llp | NONE | $1,605,717 | not reported in the loaded dataset |
| Pacific Southwest Administrators | NONE | $1,310,064 | not reported in the loaded dataset |
| Cltfsc, LLC | NONE | $1,286,422 | not reported in the loaded dataset |
| National Investment Services | NONE | $837,121 | not reported in the loaded dataset |
| Wellington Management Company Llp | NONE | $651,537 | $0 |
| The Union Labor Life Insurance Co | NONE | $590,586 | $0 |
| Eagle Capital Management LLC | NONE | $583,125 | $0 |
| U.S. Bank National Association | NONE | $474,980 | $0 |
| Kirchner Management Services | NONE | $473,369 | not reported in the loaded dataset |
| Reich, Adell & Cvitan | NONE | $463,169 | not reported in the loaded dataset |
| Intech Investment Management LLC | NONE | $373,845 | $0 |
| Nepc, LLC | NONE | $300,000 | not reported in the loaded dataset |
| Horizon Actuarial Services | NONE | $291,240 | not reported in the loaded dataset |
| Ubs Asset Management LLC | NONE | $278,188 | $0 |
| Loomis, Sayles & Company | NONE | $194,823 | not reported in the loaded dataset |
| Cox, Castle & Nicholson | NONE | $182,497 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $170,015 | not reported in the loaded dataset |
| Otterbourg | NONE | $116,727 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $59,719 | $0 |
| Oxford Risk Management & Insurance | NONE | $42,900 | not reported in the loaded dataset |
| Daniels, Fine, Israel, Schonbuch | NONE | $35,116 | not reported in the loaded dataset |
| Bny Mellon Investment Management | NONE | $34,365 | $0 |
| Dellenbach Venture Counsel | NONE | $10,863 | not reported in the loaded dataset |