2023 Form 5500 filing — Juan De La Cruz Farm Workers Pension 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 20241016180203NAL0062031618003) for Juan De La Cruz Farm Workers Pension Plan, reported by Juan De La Cruz Pension Plan under EIN 95-6454441 and plan number 001. It reports 9,592 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016180203NAL0062031618003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Juan De La Cruz Pension Plan
- EIN
- 95-6454441
- Plan number
- 001
- Location
- Keene, CA
- Participants
- 9,592
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,495,585
- Total liabilities (EOY)
- $9,393
- Net assets (EOY)
- $68,486,192
- Employer contributions
- $444,480
- Participant contributions
- $252,932
- Total income / additions
- $8,218,143
- Benefits paid
- $7,769,953
- Administrative expenses
- $1,417,572
- Total expenses
- $9,187,525
- Net increase / (decrease)
- -$969,382
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Verus | INVESTMENT ADVISOR | $72,500 | not reported in the loaded dataset |
| United Farmworkers Of America | PLAN SPONSOR | $72,185 | not reported in the loaded dataset |
| Bush Gottlieb | ATTORNEY | $67,657 | not reported in the loaded dataset |
| Patrick Pine | ADMINSTRATOR | $55,555 | not reported in the loaded dataset |
| National Chavez Center | PLAN PARTICIPANT | $55,106 | not reported in the loaded dataset |
| Nwps | ACTUARY | $54,000 | not reported in the loaded dataset |
| Melinda Campos | EMPLOYEE | $47,309 | not reported in the loaded dataset |
| Mendez Petty Moreno Llp | AUDITOR | $45,000 | not reported in the loaded dataset |
| Rfk Medical Plan | MEDICAL PLAN | $36,614 | not reported in the loaded dataset |
| Mercedes Martinez | EMPLOYEE | $31,678 | not reported in the loaded dataset |
| Cecelio Iniguez | CONSULTING | $30,000 | not reported in the loaded dataset |
| Atlanta Capital | INVESTMENT MANAGER | $27,152 | not reported in the loaded dataset |
| Tpx Communications | TELEPHONE SERVICE | $11,220 | not reported in the loaded dataset |
| I.S.S.I | INFORMATION SYSTEM ADMIN | $11,031 | not reported in the loaded dataset |
| W-9 Corrections | ACCOUNTING SERVICES | $10,362 | not reported in the loaded dataset |
| Us Bank | INVESTMENT TRUSTEE | $10,182 | not reported in the loaded dataset |
| Martinez Aguilasocho & Lynch | LEGAL CONSUL | $2,500 | not reported in the loaded dataset |
| Cesar Chavez Foundation | PLAN PARTICIPANT | $2,256 | not reported in the loaded dataset |