Smart & Final Pension Plan — Form 5500 plan (Smart & Final Pension 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, Smart & Final Pension Plan is a benefit plan reported by Smart & Final Pension Plan under EIN 95-4079584 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,999 participants and $155,713,862 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smart & Final Pension Plan
- EIN
- 95-4079584
- Plan number
- 002
- Plan type
- 2
- Location
- Commerce, CA
- Latest filing year
- 2023
- Participants
- 3,999
- End-of-year plan assets
- $155,713,862
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,999 | H, C | 20241015182720NAL0015251219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $155,713,862
- Total liabilities (EOY)
- $459,152
- Net assets (EOY)
- $155,254,710
- Net assets (BOY)
- $137,033,079
Income & contributions
- Employer contributions
- $2,500,000
- Participant contributions
- $0
- Total contributions
- $2,500,000
- Total income / additions
- $26,094,432
Expenses & distributions
- Benefits paid
- $4,849,017
- Administrative expenses
- $3,023,784
- Total expenses
- $7,872,801
- Net increase / (decrease)
- $18,221,631
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Curcio Webb, LLC | ACTUARY | $385,089 | not reported in the loaded dataset | 2023 |
| Blackrock Investment Management LLC | NONE | $201,883 | not reported in the loaded dataset | 2023 |
| Earnest Partners, LLC | NONE | $146,901 | not reported in the loaded dataset | 2023 |
| Principal Bank | TRUSTEE | $118,049 | not reported in the loaded dataset | 2023 |
| Cove Street Capital, LLC | NONE | $91,720 | not reported in the loaded dataset | 2023 |
| Metropolitan West Asset Mgmt, LLC | NONE | $59,653 | not reported in the loaded dataset | 2023 |
| Moss Adams, Llp | NONE | $41,250 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | ACTUARY | $10,700 | not reported in the loaded dataset | 2023 |
| X-Lgent Printing, Inc. | NONE | $5,351 | not reported in the loaded dataset | 2023 |
| Perkins Coie Llp | LEGAL | $5,263 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Smart & Final Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Commerce, CA
- Curcio Webb, LLC — Schedule C compensation
- Blackrock Investment Management LLC — Schedule C compensation
- Earnest Partners, LLC — Schedule C compensation
- Principal Bank — Schedule C compensation
- Cove Street Capital, LLC — Schedule C compensation
- Metropolitan West Asset Mgmt, LLC — Schedule C compensation
- Moss Adams, Llp — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- X-Lgent Printing, Inc. — Schedule C compensation
- Perkins Coie Llp — Schedule C compensation