Southern California Lumber Industry Retirement Fund — Form 5500 plan (Board Of Trustees, Southern California Lumber)
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 Lumber Industry Retirement Fund is a benefit plan reported by Board Of Trustees, Southern California Lumber under EIN 95-6035266 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,925 participants and $201,921,427 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Southern California Lumber
- EIN
- 95-6035266
- Plan number
- 001
- Plan type
- 1
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 5,925
- End-of-year plan assets
- $201,921,427
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,925 | H, C | 20241014132506NAL0014998675001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $201,921,427
- Total liabilities (EOY)
- $150,169
- Net assets (EOY)
- $201,771,258
- Net assets (BOY)
- $198,768,304
Income & contributions
- Employer contributions
- $2,643,117
- Total contributions
- $2,643,117
- Total income / additions
- $24,223,201
Expenses & distributions
- Benefits paid
- $19,761,358
- Administrative expenses
- $1,458,889
- Total expenses
- $21,220,247
- Net increase / (decrease)
- $3,002,954
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Programs Administration | NONE | $337,156 | not reported in the loaded dataset | 2023 |
| Alan D. Biller & Associates, Inc. | NONE | $104,524 | not reported in the loaded dataset | 2023 |
| Nwps | NONE | $100,800 | not reported in the loaded dataset | 2023 |
| Kraw Law Group | NONE | $96,000 | not reported in the loaded dataset | 2023 |
| Schroder Inv Mgmt North America Inc | NONE | $85,274 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Company Of Ame | NONE | $76,373 | $0 | 2023 |
| Principal Custody Solutions | NONE | $72,371 | not reported in the loaded dataset | 2023 |
| Barrow, Hanley, Mewhinney & Strauss | NONE | $57,602 | $0 | 2023 |
| Loomis, Sayles & Company, Inc. | NONE | $54,579 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management Llp | NONE | $42,916 | $0 | 2023 |
| Miller Kaplan Arase Llp | NONE | $42,800 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Tr Co, N.A. | NONE | $36,143 | not reported in the loaded dataset | 2023 |
| Berry & Co. Cpa'S | NONE | $17,567 | not reported in the loaded dataset | 2023 |
| Invesco National Trust Company | NONE | $13,931 | not reported in the loaded dataset | 2023 |
| Us Bank N.A. | NONE | $9,157 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Southern California Lumber
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Benefit Programs Administration — Schedule C compensation
- Alan D. Biller & Associates, Inc. — Schedule C compensation
- Nwps — Schedule C compensation
- Kraw Law Group — Schedule C compensation
- Schroder Inv Mgmt North America Inc — Schedule C compensation
- Prudential Insurance Company Of Ame — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Barrow, Hanley, Mewhinney & Strauss — Schedule C compensation
- Loomis, Sayles & Company, Inc. — Schedule C compensation
- Wedge Capital Management Llp — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Blackrock Institutional Tr Co, N.A. — Schedule C compensation
- Berry & Co. Cpa'S — Schedule C compensation
- Invesco National Trust Company — Schedule C compensation
- Us Bank N.A. — Schedule C compensation