Southern California Bricklayers Pension Fund — Form 5500 plan (Board Of Trustees Of The Southern California)
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 Bricklayers Pension Fund is a benefit plan reported by Board Of Trustees Of The Southern California under EIN 95-6835541 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,616 participants and $38,058,403 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Southern California
- EIN
- 95-6835541
- Plan number
- 002
- Plan type
- 1
- Location
- West Covina, CA
- Latest filing year
- 2023
- Participants
- 2,616
- End-of-year plan assets
- $38,058,403
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,616 | H, C | 20250217174255NAL0003849184001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,058,403
- Total liabilities (EOY)
- $27,689
- Net assets (EOY)
- $38,030,714
- Net assets (BOY)
- $36,845,248
Income & contributions
- Employer contributions
- $1,046,608
- Total contributions
- $1,046,608
- Total income / additions
- $3,868,711
Expenses & distributions
- Benefits paid
- $2,433,467
- Administrative expenses
- $249,778
- Total expenses
- $2,683,245
- Net increase / (decrease)
- $1,185,466
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys | NONE | $81,709 | not reported in the loaded dataset | 2023 |
| The Wagner Law Group | NONE | $39,412 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown Pc | NONE | $28,278 | not reported in the loaded dataset | 2023 |
| U.S. Bank | NONE | $18,148 | $0 | 2023 |
| Eide Bailly Llp | NONE | $17,299 | not reported in the loaded dataset | 2023 |
| Lsv Emerging Markets | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Fiduciary Trust Intl' Of The South | NONE | $8,450 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $6,667 | not reported in the loaded dataset | 2023 |
| Investment Performance Services, Ll | NONE | $6,667 | $0 | 2023 |
| Jams, Inc. | NONE | $6,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Southern California
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in West Covina, CA
- Benesys — Schedule C compensation
- The Wagner Law Group — Schedule C compensation
- Withumsmith+Brown Pc — Schedule C compensation
- U.S. Bank — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Lsv Emerging Markets — Schedule C compensation
- Fiduciary Trust Intl' Of The South — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Investment Performance Services, Ll — Schedule C compensation
- Jams, Inc. — Schedule C compensation