2023 Form 5500 filing — Southern California Local 831 - Employer 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 20241015143051NAL0014846419001) for Southern California Local 831 - Employer Pension Fund, reported by Board Of Trustees, Southern California Local 831 - under EIN 95-6376874 and plan number 001. It reports 3,078 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143051NAL0014846419001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Southern California Local 831 -
- EIN
- 95-6376874
- Plan number
- 001
- Location
- Covina, CA
- Participants
- 3,078
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $459,200,928
- Total liabilities (EOY)
- $3,967,815
- Net assets (EOY)
- $455,233,113
- Employer contributions
- $19,983,065
- Total income / additions
- $62,664,467
- Benefits paid
- $33,695,443
- Administrative expenses
- $1,451,723
- Total expenses
- $35,147,166
- Net increase / (decrease)
- $27,517,301
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rreef America L.L.C. | NONE | $242,588 | $0 |
| Westfield Capital Management Co Lp | NONE | $231,704 | $0 |
| Us Bank | NONE | $147,336 | $0 |
| Miller Kaplan Arase Llp | NONE | $128,400 | $0 |
| Pacific Southwest Administrators | NONE | $114,816 | $0 |
| The Segal Company | NONE | $108,710 | $0 |
| Loomis, Sayles & Company, Lp | NONE | $85,760 | $0 |
| R.V. Kuhns Investment Consulting | NONE | $72,603 | $0 |
| Sc Core Management Ltd. | NONE | $38,678 | $0 |
| Cohen, Weiss And Simon Llp | NONE | $22,734 | $0 |
| Rothner, Segall & Greenstone | NONE | $16,970 | $0 |
| Allsweet Associates | NONE | $13,964 | $0 |
| Ronald Dean | NONE | $12,302 | $0 |
| Pension Benefit, LLC | NONE | $7,141 | $0 |
| Contrarian Capital Management, LLC | NONE | $6,862 | $0 |
| Institutional Shareholder Services | NONE | $5,125 | $0 |