Southern California Plastering Institute Group Benefit Trust Fund — Form 5500 plan (Board Of Trustees Of The Above Named Plan)
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 Group Benefit Trust Fund is a benefit plan reported by Board Of Trustees Of The Above Named Plan under EIN 95-1917053 and plan number 501. The latest loaded filing year is 2023. The filing reports 405 participants and $14,164,341 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Above Named Plan
- EIN
- 95-1917053
- Plan number
- 501
- Plan type
- 1
- Location
- Covina, CA
- Latest filing year
- 2023
- Participants
- 405
- End-of-year plan assets
- $14,164,341
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 405 | H, C | 20241011134733NAL0022867441001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,164,341
- Total liabilities (EOY)
- $24,152
- Net assets (EOY)
- $14,140,189
- Net assets (BOY)
- $13,258,223
Income & contributions
- Employer contributions
- $6,666,361
- Participant contributions
- $28,934
- Total contributions
- $6,695,295
- Total income / additions
- $7,713,915
Expenses & distributions
- Benefits paid
- $6,386,806
- Administrative expenses
- $445,143
- Total expenses
- $6,831,949
- Net increase / (decrease)
- $881,966
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $227,293 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | NONE | $55,800 | not reported in the loaded dataset | 2023 |
| Berry & Co., Cpa'S Ltd | NONE | $54,382 | not reported in the loaded dataset | 2023 |
| Wohlner Kaplon Cutler Halford Et Al | NONE | $33,117 | not reported in the loaded dataset | 2023 |
| U.S. Bank, N.A. | NONE | $22,029 | $0 | 2023 |
| Meketa Investment Group, Inc. | NONE | $5,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Above Named Plan
- 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
- 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
- Meketa Investment Group, Inc. — Schedule C compensation