Southern California Local 831 - Employer Pension Fund — Form 5500 plan (Board Of Trustees, Southern California Local 831 -)
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 Local 831 - Employer Pension Fund is a benefit plan reported by Board Of Trustees, Southern California Local 831 - under EIN 95-6376874 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,078 participants and $459,200,928 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Southern California Local 831 -
- EIN
- 95-6376874
- Plan number
- 001
- Plan type
- 1
- Location
- Covina, CA
- Latest filing year
- 2023
- Participants
- 3,078
- End-of-year plan assets
- $459,200,928
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,078 | H, C | 20241015143051NAL0014846419001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $459,200,928
- Total liabilities (EOY)
- $3,967,815
- Net assets (EOY)
- $455,233,113
- Net assets (BOY)
- $427,715,812
Income & contributions
- Employer contributions
- $19,983,065
- Total contributions
- $19,983,065
- Total income / additions
- $62,664,467
Expenses & distributions
- Benefits paid
- $33,695,443
- Administrative expenses
- $1,451,723
- Total expenses
- $35,147,166
- Net increase / (decrease)
- $27,517,301
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rreef America L.L.C. | NONE | $242,588 | $0 | 2023 |
| Westfield Capital Management Co Lp | NONE | $231,704 | $0 | 2023 |
| Us Bank | NONE | $147,336 | $0 | 2023 |
| Miller Kaplan Arase Llp | NONE | $128,400 | $0 | 2023 |
| Pacific Southwest Administrators | NONE | $114,816 | $0 | 2023 |
| The Segal Company | NONE | $108,710 | $0 | 2023 |
| Loomis, Sayles & Company, Lp | NONE | $85,760 | $0 | 2023 |
| R.V. Kuhns Investment Consulting | NONE | $72,603 | $0 | 2023 |
| Sc Core Management Ltd. | NONE | $38,678 | $0 | 2023 |
| Cohen, Weiss And Simon Llp | NONE | $22,734 | $0 | 2023 |
| Rothner, Segall & Greenstone | NONE | $16,970 | $0 | 2023 |
| Allsweet Associates | NONE | $13,964 | $0 | 2023 |
| Ronald Dean | NONE | $12,302 | $0 | 2023 |
| Pension Benefit, LLC | NONE | $7,141 | $0 | 2023 |
| Contrarian Capital Management, LLC | NONE | $6,862 | $0 | 2023 |
| Institutional Shareholder Services | NONE | $5,125 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Southern California Local 831 -
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Covina, CA
- Rreef America L.L.C. — Schedule C compensation
- Westfield Capital Management Co Lp — Schedule C compensation
- Us Bank — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Pacific Southwest Administrators — Schedule C compensation
- The Segal Company — Schedule C compensation
- Loomis, Sayles & Company, Lp — Schedule C compensation
- R.V. Kuhns Investment Consulting — Schedule C compensation
- Sc Core Management Ltd. — Schedule C compensation
- Cohen, Weiss And Simon Llp — Schedule C compensation
- Rothner, Segall & Greenstone — Schedule C compensation
- Allsweet Associates — Schedule C compensation
- Ronald Dean — Schedule C compensation
- Pension Benefit, LLC — Schedule C compensation
- Contrarian Capital Management, LLC — Schedule C compensation
- Institutional Shareholder Services — Schedule C compensation