2023 Form 5500 filing — Shopmen'S Iron Workers Retirement Fund Of Southern California
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 20250207082314NAL0006751011001) for Shopmen'S Iron Workers Retirement Fund Of Southern California, reported by Jt Board Of Trustees, Shopmen'S Iron Workers Retirement Fund under EIN 95-6042233 and plan number 002. It reports 3,480 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250207082314NAL0006751011001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Jt Board Of Trustees, Shopmen'S Iron Workers Retirement Fund
- EIN
- 95-6042233
- Plan number
- 002
- Location
- Pasadena, CA
- Participants
- 3,480
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $85,895,455
- Total liabilities (EOY)
- $40,258
- Net assets (EOY)
- $85,855,197
- Employer contributions
- $869,383
- Total income / additions
- $10,423,104
- Benefits paid
- $4,550,630
- Administrative expenses
- $370,165
- Total expenses
- $4,920,795
- Net increase / (decrease)
- $5,502,309
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ironworkers Employee Benefit Corp. | NONE | $72,150 | not reported in the loaded dataset |
| Strategic Capital Inv Advisors | NONE | $55,478 | not reported in the loaded dataset |
| Washington Capital Management Inc. | NONE | $50,373 | not reported in the loaded dataset |
| National Investment Servcies Inc. | NONE | $37,470 | not reported in the loaded dataset |
| Mc Menomy & Associates Cpas Llp | NONE | $20,600 | not reported in the loaded dataset |
| Clarion Lion Properties Fund | NONE | $17,437 | not reported in the loaded dataset |
| Oxford Risk Management & Insurance | NONE | $12,000 | not reported in the loaded dataset |
| Principal Custody Solutions | NONE | $11,800 | not reported in the loaded dataset |
| Clarion Lion Industrial Trust | NONE | $10,760 | not reported in the loaded dataset |
| Saltzman & Johnson Law Corporation | NONE | $9,428 | not reported in the loaded dataset |
| Kraw Law Group | NONE | $9,022 | not reported in the loaded dataset |
| U.S. Bank | NONE | $8,420 | not reported in the loaded dataset |