Southern California Plastering Institute Pension Trust Fund — Form 5500 plan (Board Of Trustees Southern California Plastering Institute)
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 Plastering Institute Pension Trust Fund is a benefit plan reported by Board Of Trustees Southern California Plastering Institute under EIN 51-6052141 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,318 participants and $91,701,183 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Southern California Plastering Institute
- EIN
- 51-6052141
- Plan number
- 001
- Plan type
- 1
- Location
- Covina, CA
- Latest filing year
- 2023
- Participants
- 1,318
- End-of-year plan assets
- $91,701,183
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,318 | H, C | 20241011134642NAL0021969809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $91,701,183
- Total liabilities (EOY)
- $45,291
- Net assets (EOY)
- $91,655,892
- Net assets (BOY)
- $82,285,127
Income & contributions
- Employer contributions
- $6,411,915
- Total contributions
- $6,411,915
- Total income / additions
- $16,560,905
Expenses & distributions
- Benefits paid
- $6,352,755
- Administrative expenses
- $837,385
- Total expenses
- $7,190,140
- Net increase / (decrease)
- $9,370,765
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $311,728 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | NONE | $105,266 | not reported in the loaded dataset | 2023 |
| American Realty Advisors, LLC | NONE | $103,303 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group, Inc | NONE | $82,500 | not reported in the loaded dataset | 2023 |
| Berry & Co., Cpa'S Ltd | NONE | $69,245 | not reported in the loaded dataset | 2023 |
| Wohlner Kaplon Cutler Halford Et Al | NONE | $63,217 | not reported in the loaded dataset | 2023 |
| U.S. Bank, N.A. | NONE | $45,284 | $0 | 2023 |
| Ullico Investment Advisors Inc. | NONE | $32,361 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $10,472 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Southern California Plastering Institute
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Covina, CA
- Zenith American Solutions — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- American Realty Advisors, LLC — Schedule C compensation
- Meketa Investment Group, Inc — Schedule C compensation
- Berry & Co., Cpa'S Ltd — Schedule C compensation
- Wohlner Kaplon Cutler Halford Et Al — Schedule C compensation
- U.S. Bank, N.A. — Schedule C compensation
- Ullico Investment Advisors Inc. — Schedule C compensation
- Amalgamated Bank — Schedule C compensation