Construction Laborers Pension Trust Fund For Southern California — Form 5500 plan (Board Of Trustees,Construction Laborers Pension Trust For Southern Ca)
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, Construction Laborers Pension Trust Fund For Southern California is a benefit plan reported by Board Of Trustees,Construction Laborers Pension Trust For Southern Ca under EIN 43-6159056 and plan number 001. The latest loaded filing year is 2023. The filing reports 39,692 participants and $3,299,459,131 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees,Construction Laborers Pension Trust For Southern Ca
- EIN
- 43-6159056
- Plan number
- 001
- Plan type
- 1
- Location
- Covina, CA
- Latest filing year
- 2023
- Participants
- 39,692
- End-of-year plan assets
- $3,299,459,131
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 39,692 | H, C | 20241010131324NAL0040129730005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,299,459,131
- Total liabilities (EOY)
- $2,858,942
- Net assets (EOY)
- $3,296,600,189
- Net assets (BOY)
- $2,850,979,014
Income & contributions
- Employer contributions
- $250,640,616
- Total contributions
- $250,640,616
- Total income / additions
- $636,460,628
Expenses & distributions
- Benefits paid
- $170,442,732
- Administrative expenses
- $20,396,721
- Total expenses
- $190,839,453
- Net increase / (decrease)
- $445,621,175
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tda Investment Group Inc | NONE | $8,138,851 | not reported in the loaded dataset | 2023 |
| Schulte Roth & Zabel Llp | NONE | $1,605,717 | not reported in the loaded dataset | 2023 |
| Pacific Southwest Administrators | NONE | $1,310,064 | not reported in the loaded dataset | 2023 |
| Cltfsc, LLC | NONE | $1,286,422 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $837,121 | not reported in the loaded dataset | 2023 |
| Wellington Management Company Llp | NONE | $651,537 | $0 | 2023 |
| The Union Labor Life Insurance Co | NONE | $590,586 | $0 | 2023 |
| Eagle Capital Management LLC | NONE | $583,125 | $0 | 2023 |
| U.S. Bank National Association | NONE | $474,980 | $0 | 2023 |
| Kirchner Management Services | NONE | $473,369 | not reported in the loaded dataset | 2023 |
| Reich, Adell & Cvitan | NONE | $463,169 | not reported in the loaded dataset | 2023 |
| Intech Investment Management LLC | NONE | $373,845 | $0 | 2023 |
| Nepc, LLC | NONE | $300,000 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services | NONE | $291,240 | not reported in the loaded dataset | 2023 |
| Ubs Asset Management LLC | NONE | $278,188 | $0 | 2023 |
| Loomis, Sayles & Company | NONE | $194,823 | not reported in the loaded dataset | 2023 |
| Cox, Castle & Nicholson | NONE | $182,497 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $170,015 | not reported in the loaded dataset | 2023 |
| Otterbourg | NONE | $116,727 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $59,719 | $0 | 2023 |
| Oxford Risk Management & Insurance | NONE | $42,900 | not reported in the loaded dataset | 2023 |
| Daniels, Fine, Israel, Schonbuch | NONE | $35,116 | not reported in the loaded dataset | 2023 |
| Bny Mellon Investment Management | NONE | $34,365 | $0 | 2023 |
| Dellenbach Venture Counsel | NONE | $10,863 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees,Construction Laborers Pension Trust For Southern Ca
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Covina, CA
- Tda Investment Group Inc — Schedule C compensation
- Schulte Roth & Zabel Llp — Schedule C compensation
- Pacific Southwest Administrators — Schedule C compensation
- Cltfsc, LLC — Schedule C compensation
- National Investment Services — Schedule C compensation
- Wellington Management Company Llp — Schedule C compensation
- The Union Labor Life Insurance Co — Schedule C compensation
- Eagle Capital Management LLC — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Kirchner Management Services — Schedule C compensation
- Reich, Adell & Cvitan — Schedule C compensation
- Intech Investment Management LLC — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Horizon Actuarial Services — Schedule C compensation
- Ubs Asset Management LLC — Schedule C compensation
- Loomis, Sayles & Company — Schedule C compensation
- Cox, Castle & Nicholson — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Otterbourg — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Oxford Risk Management & Insurance — Schedule C compensation
- Daniels, Fine, Israel, Schonbuch — Schedule C compensation
- Bny Mellon Investment Management — Schedule C compensation
- Dellenbach Venture Counsel — Schedule C compensation