Employers - Local 1167 Joint Pension Fund — Form 5500 plan (Board Of Trustees,)
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, Employers - Local 1167 Joint Pension Fund is a benefit plan reported by Board Of Trustees, under EIN 95-6496242 and plan number 001. The latest loaded filing year is 2023. The filing reports 624 participants and $7,291,779 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees,
- EIN
- 95-6496242
- Plan number
- 001
- Plan type
- 1
- Location
- Covina, CA
- Latest filing year
- 2023
- Participants
- 624
- End-of-year plan assets
- $7,291,779
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 624 | H, C | 20241008175703NAL0017152529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,291,779
- Total liabilities (EOY)
- $2,020
- Net assets (EOY)
- $7,289,759
- Net assets (BOY)
- $7,067,571
Income & contributions
- Employer contributions
- $347,260
- Total contributions
- $347,260
- Total income / additions
- $1,186,794
Expenses & distributions
- Benefits paid
- $719,527
- Administrative expenses
- $245,079
- Total expenses
- $964,606
- Net increase / (decrease)
- $222,188
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Southwest Administrators | NONE | $57,011 | $0 | 2023 |
| The Segal Company | NONE | $55,205 | $0 | 2023 |
| Miller Kaplan Arase Llp | NONE | $38,900 | $0 | 2023 |
| Citizens Business Bank | NONE | $29,079 | $0 | 2023 |
| Weinberg, Roger & Rosenfeld | NONE | $9,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees,
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Covina, CA
- Pacific Southwest Administrators — Schedule C compensation
- The Segal Company — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Citizens Business Bank — Schedule C compensation
- Weinberg, Roger & Rosenfeld — Schedule C compensation