2023 Form 5500 filing — Southern California Plastering Institute Pension Trust 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 20241011134642NAL0021969809001) for Southern California Plastering Institute Pension Trust Fund, reported by Board Of Trustees Southern California Plastering Institute under EIN 51-6052141 and plan number 001. It reports 1,318 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011134642NAL0021969809001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Southern California Plastering Institute
- EIN
- 51-6052141
- Plan number
- 001
- Location
- Covina, CA
- Participants
- 1,318
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $91,701,183
- Total liabilities (EOY)
- $45,291
- Net assets (EOY)
- $91,655,892
- Employer contributions
- $6,411,915
- Total income / additions
- $16,560,905
- Benefits paid
- $6,352,755
- Administrative expenses
- $837,385
- Total expenses
- $7,190,140
- Net increase / (decrease)
- $9,370,765
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $311,728 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | NONE | $105,266 | not reported in the loaded dataset |
| American Realty Advisors, LLC | NONE | $103,303 | not reported in the loaded dataset |
| Meketa Investment Group, Inc | NONE | $82,500 | not reported in the loaded dataset |
| Berry & Co., Cpa'S Ltd | NONE | $69,245 | not reported in the loaded dataset |
| Wohlner Kaplon Cutler Halford Et Al | NONE | $63,217 | not reported in the loaded dataset |
| U.S. Bank, N.A. | NONE | $45,284 | $0 |
| Ullico Investment Advisors Inc. | NONE | $32,361 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $10,472 | $0 |