The San Diego Union-Tribune LLC Retirement Plan — Form 5500 plan (The San Diego Union-Tribune LLC)
Plain-English plan 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, The San Diego Union-Tribune LLC Retirement Plan is a benefit plan reported by The San Diego Union-Tribune LLC under EIN 26-4538894 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,152 participants and $102,701,112 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The San Diego Union-Tribune LLC
- EIN
- 26-4538894
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 3,152
- End-of-year plan assets
- $102,701,112
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,152 | H, C | 20241004095613NAL0005601011002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $102,701,112
- Total liabilities (EOY)
- $100,243
- Net assets (EOY)
- $102,600,869
- Net assets (BOY)
- $95,433,270
Income & contributions
- Employer contributions
- $2,900,000
- Total contributions
- $2,900,000
- Total income / additions
- $23,515,879
Expenses & distributions
- Benefits paid
- $12,886,065
- Administrative expenses
- $3,462,215
- Total expenses
- $16,348,280
- Net increase / (decrease)
- $7,167,599
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ford & Harrison Llp | NONE | $464,417 | not reported in the loaded dataset | 2023 |
| Angeles Investment Advisors LLC | NONE | $162,037 | not reported in the loaded dataset | 2023 |
| Milliman Inc | NONE | $153,166 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $138,023 | $0 | 2023 |
| Cambridge Associates LLC | NONE | $89,878 | not reported in the loaded dataset | 2023 |
| Silchester International Investors | NONE | $80,368 | $0 | 2023 |
| Baker Tilly Us, Llp | NONE | $28,665 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company Na | NONE | $8,129 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The San Diego Union-Tribune LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Ford & Harrison Llp — Schedule C compensation
- Angeles Investment Advisors LLC — Schedule C compensation
- Milliman Inc — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Cambridge Associates LLC — Schedule C compensation
- Silchester International Investors — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Wellington Trust Company Na — Schedule C compensation