2023 Form 5500 filing — Southern California Bricklayers 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 20250217174255NAL0003849184001) for Southern California Bricklayers Pension Fund, reported by Board Of Trustees Of The Southern California under EIN 95-6835541 and plan number 002. It reports 2,616 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250217174255NAL0003849184001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Southern California
- EIN
- 95-6835541
- Plan number
- 002
- Location
- West Covina, CA
- Participants
- 2,616
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,058,403
- Total liabilities (EOY)
- $27,689
- Net assets (EOY)
- $38,030,714
- Employer contributions
- $1,046,608
- Total income / additions
- $3,868,711
- Benefits paid
- $2,433,467
- Administrative expenses
- $249,778
- Total expenses
- $2,683,245
- Net increase / (decrease)
- $1,185,466
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys | NONE | $81,709 | not reported in the loaded dataset |
| The Wagner Law Group | NONE | $39,412 | not reported in the loaded dataset |
| Withumsmith+Brown Pc | NONE | $28,278 | not reported in the loaded dataset |
| U.S. Bank | NONE | $18,148 | $0 |
| Eide Bailly Llp | NONE | $17,299 | not reported in the loaded dataset |
| Lsv Emerging Markets | NONE | $15,000 | not reported in the loaded dataset |
| Fiduciary Trust Intl' Of The South | NONE | $8,450 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $6,667 | not reported in the loaded dataset |
| Investment Performance Services, Ll | NONE | $6,667 | $0 |
| Jams, Inc. | NONE | $6,250 | not reported in the loaded dataset |