2023 Form 5500 filing — San Diego County Teamsters 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 20250414192505NAL0002259345001) for San Diego County Teamsters Pension Plan, reported by Board Of Trustees, San Diego County Teamsters under EIN 51-0167327 and plan number 001. It reports 647 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414192505NAL0002259345001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, San Diego County Teamsters
- EIN
- 51-0167327
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 647
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,958,814
- Total liabilities (EOY)
- $24,508
- Net assets (EOY)
- $4,934,306
- Employer contributions
- $602,413
- Total income / additions
- $1,011,468
- Benefits paid
- $564,861
- Administrative expenses
- $323,422
- Total expenses
- $888,283
- Net increase / (decrease)
- $123,185
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rael & Letson | NONE | $93,570 | not reported in the loaded dataset |
| Coast Benefits | NONE | $84,000 | not reported in the loaded dataset |
| Verus Advisory, Inc. | NONE | $40,000 | not reported in the loaded dataset |
| Melissa W. Cook & Associates | NONE | $26,215 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $18,000 | not reported in the loaded dataset |
| Washington Capital Management, Inc. | NONE | $11,642 | $0 |
| Michael Surowitz Compliance Verifi. | NONE | $4,275 | not reported in the loaded dataset |