Butcher And Provision Workers Pension Fund Of Southern California — Form 5500 plan (Board Of Trustees, Butcher And Provision Workers)
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, Butcher And Provision Workers Pension Fund Of Southern California is a benefit plan reported by Board Of Trustees, Butcher And Provision Workers under EIN 95-6035330 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,064 participants and $11,801,250 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Butcher And Provision Workers
- EIN
- 95-6035330
- Plan number
- 001
- Plan type
- 1
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 3,064
- End-of-year plan assets
- $11,801,250
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,064 | H, C | 20250415182504NAL0007107266001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,801,250
- Total liabilities (EOY)
- $17,830,005
- Net assets (EOY)
- -$6,028,755
- Net assets (BOY)
- $1,815,574
Income & contributions
- Employer contributions
- $197,713
- Total contributions
- $197,713
- Total income / additions
- $218,550
Expenses & distributions
- Benefits paid
- $7,738,450
- Administrative expenses
- $324,429
- Total expenses
- $8,062,879
- Net increase / (decrease)
- -$7,844,329
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southwest Service Administrators | NONE | $112,466 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $44,776 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $40,200 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger, And Rosenfeld | NONE | $25,335 | not reported in the loaded dataset | 2023 |
| Bank Of America | NONE | $16,560 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Butcher And Provision Workers
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Southwest Service Administrators — Schedule C compensation
- The Segal Company — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Weinberg, Roger, And Rosenfeld — Schedule C compensation
- Bank Of America — Schedule C compensation