2023 Form 5500 filing — Southern California United Food And Commercial Workers Unions And Drug Employers 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 20241014145509NAL0046463216001) for Southern California United Food And Commercial Workers Unions And Drug Employers Pension Fund, reported by Board Of Trustees, Southern California United Food under EIN 51-6029925 and plan number 001. It reports 27,590 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014145509NAL0046463216001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Southern California United Food
- EIN
- 51-6029925
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 27,590
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $883,887,339
- Total liabilities (EOY)
- $1,098,338
- Net assets (EOY)
- $882,789,001
- Employer contributions
- $19,370,289
- Total income / additions
- $139,530,070
- Benefits paid
- $49,454,519
- Administrative expenses
- $4,376,104
- Total expenses
- $53,830,623
- Net increase / (decrease)
- $85,699,447
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tcw Asset Management Company | NONE | $495,041 | not reported in the loaded dataset |
| Dodge & Cox | NONE | $485,361 | $0 |
| Pacific Investment Mgmt Company LLC | NONE | $221,874 | $0 |
| Hoisington Investment Management Co | NONE | $179,577 | not reported in the loaded dataset |
| Robeco Investment Mgmt Company | NONE | $178,911 | $0 |
| Schwartz Steinsapir Dohrmann & Somm | NONE | $126,994 | not reported in the loaded dataset |
| The Segal Company, Western States | NONE | $123,105 | not reported in the loaded dataset |
| The Northern Trust Co. | NONE | $102,852 | $0 |
| Miller Kaplan Arase Llp | NONE | $94,935 | not reported in the loaded dataset |
| Rvk, Inc. | NONE | $72,240 | not reported in the loaded dataset |
| Transomatic Corporation | NONE | $59,768 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $57,957 | not reported in the loaded dataset |
| John Young | EMPLOYEE | $41,137 | not reported in the loaded dataset |
| David Pidlaoan | EMPLOYEE | $26,919 | not reported in the loaded dataset |
| Tpx Communications | NONE | $18,878 | not reported in the loaded dataset |
| Adp, LLC | NONE | $12,309 | not reported in the loaded dataset |
| Union Graphics, LLC | NONE | $12,187 | not reported in the loaded dataset |
| Continental Building Maintenance | NONE | $5,775 | not reported in the loaded dataset |