2023 Form 5500 filing — Pacific Coast Roofers 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 20250508162542NAL0012492929001) for Pacific Coast Roofers Pension Plan, reported by Board Of Trustees For Pacific Coast Roofers Pension Plan under EIN 94-6051377 and plan number 001. It reports 9,603 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250508162542NAL0012492929001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees For Pacific Coast Roofers Pension Plan
- EIN
- 94-6051377
- Plan number
- 001
- Location
- San Jose, CA
- Participants
- 9,603
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $639,434,217
- Total liabilities (EOY)
- $290,533
- Net assets (EOY)
- $639,143,684
- Employer contributions
- $43,917,390
- Total income / additions
- $88,843,740
- Benefits paid
- $42,193,848
- Administrative expenses
- $2,990,297
- Total expenses
- $45,184,145
- Net increase / (decrease)
- $43,659,595
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Administrative Services | NONE | $301,205 | not reported in the loaded dataset |
| Corbin Capital Partners Lp | NONE | $194,946 | not reported in the loaded dataset |
| The Segal Company | NONE | $166,301 | not reported in the loaded dataset |
| Federated Hermes, Inc. | NONE | $126,463 | $33,620 |
| Saltzman & Johnson | NONE | $118,386 | not reported in the loaded dataset |
| Us Bank | NONE | $117,586 | $0 |
| Riverbridge Partners | NONE | $113,343 | $0 |
| Parametric Portfolio Associates LLC | NONE | $111,485 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $100,000 | not reported in the loaded dataset |
| Western Asset Management Company | NONE | $83,368 | not reported in the loaded dataset |
| Ineich & Company, Llp | NONE | $57,102 | not reported in the loaded dataset |
| Union Roofers Trust Funds | NONE | $53,973 | not reported in the loaded dataset |
| Neyhart Anderson Flynn & Grosboll | NONE | $18,055 | not reported in the loaded dataset |
| Withumsmith+Brown Pc | NONE | $12,625 | not reported in the loaded dataset |
| William C. Earhart Company, Inc. | NONE | $8,893 | not reported in the loaded dataset |
| Compliance Audit Services | NONE | $7,349 | not reported in the loaded dataset |