Shopmen'S Iron Workers Retirement Fund Of Southern California — Form 5500 plan (Jt Board Of Trustees, Shopmen'S Iron Workers Retirement Fund)
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, Shopmen'S Iron Workers Retirement Fund Of Southern California is a benefit plan reported by Jt Board Of Trustees, Shopmen'S Iron Workers Retirement Fund under EIN 95-6042233 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,480 participants and $85,895,455 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jt Board Of Trustees, Shopmen'S Iron Workers Retirement Fund
- EIN
- 95-6042233
- Plan number
- 002
- Plan type
- 1
- Location
- Pasadena, CA
- Latest filing year
- 2023
- Participants
- 3,480
- End-of-year plan assets
- $85,895,455
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,480 | H, C | 20250207082314NAL0006751011001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $85,895,455
- Total liabilities (EOY)
- $40,258
- Net assets (EOY)
- $85,855,197
- Net assets (BOY)
- $80,352,888
Income & contributions
- Employer contributions
- $869,383
- Total contributions
- $870,559
- Total income / additions
- $10,423,104
Expenses & distributions
- Benefits paid
- $4,550,630
- Administrative expenses
- $370,165
- Total expenses
- $4,920,795
- Net increase / (decrease)
- $5,502,309
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ironworkers Employee Benefit Corp. | NONE | $72,150 | not reported in the loaded dataset | 2023 |
| Strategic Capital Inv Advisors | NONE | $55,478 | not reported in the loaded dataset | 2023 |
| Washington Capital Management Inc. | NONE | $50,373 | not reported in the loaded dataset | 2023 |
| National Investment Servcies Inc. | NONE | $37,470 | not reported in the loaded dataset | 2023 |
| Mc Menomy & Associates Cpas Llp | NONE | $20,600 | not reported in the loaded dataset | 2023 |
| Clarion Lion Properties Fund | NONE | $17,437 | not reported in the loaded dataset | 2023 |
| Oxford Risk Management & Insurance | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | NONE | $11,800 | not reported in the loaded dataset | 2023 |
| Clarion Lion Industrial Trust | NONE | $10,760 | not reported in the loaded dataset | 2023 |
| Saltzman & Johnson Law Corporation | NONE | $9,428 | not reported in the loaded dataset | 2023 |
| Kraw Law Group | NONE | $9,022 | not reported in the loaded dataset | 2023 |
| U.S. Bank | NONE | $8,420 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jt Board Of Trustees, Shopmen'S Iron Workers Retirement Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pasadena, CA
- Ironworkers Employee Benefit Corp. — Schedule C compensation
- Strategic Capital Inv Advisors — Schedule C compensation
- Washington Capital Management Inc. — Schedule C compensation
- National Investment Servcies Inc. — Schedule C compensation
- Mc Menomy & Associates Cpas Llp — Schedule C compensation
- Clarion Lion Properties Fund — Schedule C compensation
- Oxford Risk Management & Insurance — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Clarion Lion Industrial Trust — Schedule C compensation
- Saltzman & Johnson Law Corporation — Schedule C compensation
- Kraw Law Group — Schedule C compensation
- U.S. Bank — Schedule C compensation