2023 Form 5500 filing — San Diego County Cement Masons 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 20250411212507NAL0039320416001) for San Diego County Cement Masons Pension Plan, reported by Board Of Trustees, San Diego County Cement Masons under EIN 95-6267660 and plan number 001. It reports 711 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250411212507NAL0039320416001
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees, San Diego County Cement Masons
EIN
95-6267660
Plan number
001
Location
Arcadia, CA
Participants
711
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$37,792,729
Total liabilities (EOY)
$992,111
Net assets (EOY)
$36,800,618
Employer contributions
$5,534,451
Total income / additions
$8,325,453
Benefits paid
$5,337,373
Administrative expenses
$600,628
Total expenses
$5,938,001
Net increase / (decrease)
$2,387,452
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Zenith American SolutionsNONE$166,019not reported in the loaded dataset
Rael & LetsonNONE$108,749not reported in the loaded dataset
VerusNONE$83,000not reported in the loaded dataset
Kennedy Law FirmNONE$56,765not reported in the loaded dataset
Washington CapitalNONE$41,890not reported in the loaded dataset
Miller Kaplan Arase LlpNONE$18,000not reported in the loaded dataset
Cement Masons So Cal TrustNONE$12,300not reported in the loaded dataset
ComericaNONE$11,964$0

Related Form 5500 pages