2023 Form 5500 filing — So. Ca. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. 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 20241011165511NAL0023278897001) for So. Ca. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan, reported by Pension & Insurance Committee, Southern California Rock Products under EIN 51-0190581 and plan number 002. It reports 1,055 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011165511NAL0023278897001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Pension & Insurance Committee, Southern California Rock Products
- EIN
- 51-0190581
- Plan number
- 002
- Location
- Covina, CA
- Participants
- 1,055
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,816,241
- Total liabilities (EOY)
- $82,002
- Net assets (EOY)
- $28,734,239
- Employer contributions
- $87,306
- Total income / additions
- $7,371,971
- Benefits paid
- $82,585,158
- Administrative expenses
- $577,114
- Total expenses
- $83,162,272
- Net increase / (decrease)
- -$75,790,301
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Horizon Actuarial Services, LLC | NONE | $101,129 | $0 |
| Baa Capital Advisors, Inc. | NONE | $85,000 | $0 |
| Pacific Southwest Administrators | NONE | $84,471 | $0 |
| Rbc Wealth Management | NONE | $61,024 | $0 |
| Wohlner Kaplon Cutler Halford Rosen | NONE | $44,454 | $0 |
| Northern Trust Corporation | NONE | $33,891 | $0 |
| Miller Kaplan Arase Llp | NONE | $27,300 | $0 |
| Wellington Trust Company | NONE | $21,877 | $0 |
| Dodge & Cox | NONE | $14,821 | $0 |
| Reams Asset Management Division | NONE | $12,502 | $0 |