2023 Form 5500 filing — Associated General Contractors Of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007082130NAL0007416867001) for Associated General Contractors Of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan, reported by Agc Of America, San Diego Chapter, Inc. Retirement Trust Fund under EIN 33-6297103 and plan number 001. It reports 386 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007082130NAL0007416867001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Agc Of America, San Diego Chapter, Inc. Retirement Trust Fund
- EIN
- 33-6297103
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 386
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,851,240
- Total liabilities (EOY)
- $26,665
- Net assets (EOY)
- $22,824,575
- Employer contributions
- $959,835
- Total income / additions
- $3,852,143
- Benefits paid
- $1,976,518
- Administrative expenses
- $188,950
- Total expenses
- $2,165,468
- Net increase / (decrease)
- $1,686,675
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Agc Retirement Tust | TRUSTEE (CORPORATE) | $107,150 | not reported in the loaded dataset |
| Clelland | INVESTMENT MANAGER | $35,000 | not reported in the loaded dataset |
| Brandywine Global | INVESTMENT MANAGER | $22,227 | not reported in the loaded dataset |
| Clarivest | INVESTMENT MANAGER | $20,161 | not reported in the loaded dataset |
| Jp Morgan Asset Management | INVESTMENT MANAGER | $1,797 | not reported in the loaded dataset |