2023 Form 5500 filing — San Diego Associated General Contractors Vacation/ Sick Pay Trust 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 20250415132133NAL0001506883003) for San Diego Associated General Contractors Vacation/ Sick Pay Trust Fund, reported by The Associated General Contractors Of America S.D. Chapter Inc under EIN 47-7238128 and plan number 501. It reports 1,309 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415132133NAL0001506883003
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- The Associated General Contractors Of America S.D. Chapter Inc
- EIN
- 47-7238128
- Plan number
- 501
- Location
- Lakeside, CA
- Participants
- 1,309
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $998,955
- Net assets (EOY)
- $998,955
- Employer contributions
- $5,685,457
- Total income / additions
- $5,742,701
- Benefits paid
- $5,169,737
- Administrative expenses
- $344,018
- Total expenses
- $5,513,755
- Net increase / (decrease)
- $228,946
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mvi Administrators Inc. | ADMINISTRATOR | $242,010 | not reported in the loaded dataset |
| Sheppard Mullin | PLAN COUNSEL | $71,997 | not reported in the loaded dataset |
| Rbtk Llp | INDEPENDENT AUDITOR | $16,500 | not reported in the loaded dataset |
| Eide Bailly Llp | INDEPENDENT AUDITOR | $6,868 | not reported in the loaded dataset |