2023 Form 5500 filing — San Diego County Construction Laborers' Pension 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 20250613135505NAL0017610273001) for San Diego County Construction Laborers' Pension Trust Fund, reported by Board Of Trustees, San Diego County Construction under EIN 95-6090541 and plan number 001. It reports 6,191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250613135505NAL0017610273001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, San Diego County Construction
- EIN
- 95-6090541
- Plan number
- 001
- Location
- Covina, CA
- Participants
- 6,191
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $461,451,530
- Total liabilities (EOY)
- $881,563
- Net assets (EOY)
- $460,569,967
- Employer contributions
- $41,376,279
- Total income / additions
- $93,242,757
- Benefits paid
- $25,997,702
- Administrative expenses
- $2,983,816
- Total expenses
- $28,981,518
- Net increase / (decrease)
- $64,261,239
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Southwest Administrators | NONE | $538,244 | $0 |
| Construction Laborers Tf For So Cal | NONE | $443,459 | $0 |
| Pzena Intl Focused Value Fd | NONE | $336,973 | $0 |
| Washington Capital Management, Inc | NONE | $312,261 | $0 |
| Globeflex Capital, Lp | NONE | $283,124 | $0 |
| Horizon Actuarial Services, Inc | NONE | $191,912 | $0 |
| Nepc, LLC | NONE | $165,764 | $0 |
| Melissa W. Cook & Associates | NONE | $88,556 | $0 |
| Mesirow Financial | NONE | $80,830 | $0 |
| William Blair | NONE | $53,295 | $0 |
| Miller Kaplan Arase Llp | NONE | $43,305 | $0 |
| Reich, Adell & Cvitan | NONE | $34,505 | $0 |
| Boston Partners | NONE | $32,910 | $0 |
| Us Bank | NONE | $21,864 | $0 |
| Pension Benefit Information, LLC | NONE | $10,073 | $0 |
| Beach Point Capital Management Lp | NONE | $9,529 | $0 |
| Mellon Investments Corporation | NONE | $8,668 | $0 |
| Muig - Union Bank | NONE | $7,947 | $0 |