Tile Industry Retirement Savings Trust Fund — Form 5500 plan (Board Of Trustees, Tile Industry Retirement Savings)
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, Tile Industry Retirement Savings Trust Fund is a benefit plan reported by Board Of Trustees, Tile Industry Retirement Savings under EIN 95-6118656 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,471 participants and $165,971,302 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Tile Industry Retirement Savings
- EIN
- 95-6118656
- Plan number
- 001
- Plan type
- 1
- Location
- West Covina, CA
- Latest filing year
- 2023
- Participants
- 3,471
- End-of-year plan assets
- $165,971,302
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,471 | H, C | 20241015175532NAL0015204771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $165,971,302
- Total liabilities (EOY)
- $37,124,220
- Net assets (EOY)
- $128,847,082
- Net assets (BOY)
- $126,054,032
Income & contributions
- Employer contributions
- $4,545,543
- Total contributions
- $4,545,543
- Total income / additions
- $13,178,834
Expenses & distributions
- Benefits paid
- $9,935,585
- Administrative expenses
- $450,199
- Total expenses
- $10,385,784
- Net increase / (decrease)
- $2,793,050
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $108,510 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management Llp | NONE | $97,986 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $80,000 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $36,750 | not reported in the loaded dataset | 2023 |
| Melissa W Cook & Associates | NONE | $24,044 | not reported in the loaded dataset | 2023 |
| U.S. Bank Na | NONE | $20,077 | $0 | 2023 |
| Kennedy Law Firm | NONE | $18,335 | not reported in the loaded dataset | 2023 |
| Alsweet Associates | NONE | $8,266 | not reported in the loaded dataset | 2023 |
| Mufg Union Bank | NONE | $6,860 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Tile Industry Retirement Savings
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in West Covina, CA
- Benesys, Inc. — Schedule C compensation
- Wedge Capital Management Llp — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Melissa W Cook & Associates — Schedule C compensation
- U.S. Bank Na — Schedule C compensation
- Kennedy Law Firm — Schedule C compensation
- Alsweet Associates — Schedule C compensation
- Mufg Union Bank — Schedule C compensation