Southern California United Food And Commercial Workers Unions And Drug Employers Pension Fund — Form 5500 plan (Board Of Trustees, Southern California United Food)
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, Southern California United Food And Commercial Workers Unions And Drug Employers Pension Fund is a benefit plan reported by Board Of Trustees, Southern California United Food under EIN 51-6029925 and plan number 001. The latest loaded filing year is 2023. The filing reports 27,590 participants and $883,887,339 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Southern California United Food
- EIN
- 51-6029925
- Plan number
- 001
- Plan type
- 1
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 27,590
- End-of-year plan assets
- $883,887,339
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27,590 | H, C | 20241014145509NAL0046463216001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $883,887,339
- Total liabilities (EOY)
- $1,098,338
- Net assets (EOY)
- $882,789,001
- Net assets (BOY)
- $797,089,554
Income & contributions
- Employer contributions
- $19,370,289
- Total contributions
- $19,370,289
- Total income / additions
- $139,530,070
Expenses & distributions
- Benefits paid
- $49,454,519
- Administrative expenses
- $4,376,104
- Total expenses
- $53,830,623
- Net increase / (decrease)
- $85,699,447
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tcw Asset Management Company | NONE | $495,041 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | NONE | $485,361 | $0 | 2023 |
| Pacific Investment Mgmt Company LLC | NONE | $221,874 | $0 | 2023 |
| Hoisington Investment Management Co | NONE | $179,577 | not reported in the loaded dataset | 2023 |
| Robeco Investment Mgmt Company | NONE | $178,911 | $0 | 2023 |
| Schwartz Steinsapir Dohrmann & Somm | NONE | $126,994 | not reported in the loaded dataset | 2023 |
| The Segal Company, Western States | NONE | $123,105 | not reported in the loaded dataset | 2023 |
| The Northern Trust Co. | NONE | $102,852 | $0 | 2023 |
| Miller Kaplan Arase Llp | NONE | $94,935 | not reported in the loaded dataset | 2023 |
| Rvk, Inc. | NONE | $72,240 | not reported in the loaded dataset | 2023 |
| Transomatic Corporation | NONE | $59,768 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $57,957 | not reported in the loaded dataset | 2023 |
| John Young | EMPLOYEE | $41,137 | not reported in the loaded dataset | 2023 |
| David Pidlaoan | EMPLOYEE | $26,919 | not reported in the loaded dataset | 2023 |
| Tpx Communications | NONE | $18,878 | not reported in the loaded dataset | 2023 |
| Adp, LLC | NONE | $12,309 | not reported in the loaded dataset | 2023 |
| Union Graphics, LLC | NONE | $12,187 | not reported in the loaded dataset | 2023 |
| Continental Building Maintenance | NONE | $5,775 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Southern California United Food
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Tcw Asset Management Company — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Pacific Investment Mgmt Company LLC — Schedule C compensation
- Hoisington Investment Management Co — Schedule C compensation
- Robeco Investment Mgmt Company — Schedule C compensation
- Schwartz Steinsapir Dohrmann & Somm — Schedule C compensation
- The Segal Company, Western States — Schedule C compensation
- The Northern Trust Co. — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Rvk, Inc. — Schedule C compensation
- Transomatic Corporation — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- John Young — Schedule C compensation
- David Pidlaoan — Schedule C compensation
- Tpx Communications — Schedule C compensation
- Adp, LLC — Schedule C compensation
- Union Graphics, LLC — Schedule C compensation
- Continental Building Maintenance — Schedule C compensation