2023 Form 5500 filing — Employers - Local 1167 Joint Pension Fund
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 20241008175703NAL0017152529001) for Employers - Local 1167 Joint Pension Fund, reported by Board Of Trustees, under EIN 95-6496242 and plan number 001. It reports 624 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008175703NAL0017152529001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees,
- EIN
- 95-6496242
- Plan number
- 001
- Location
- Covina, CA
- Participants
- 624
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,291,779
- Total liabilities (EOY)
- $2,020
- Net assets (EOY)
- $7,289,759
- Employer contributions
- $347,260
- Total income / additions
- $1,186,794
- Benefits paid
- $719,527
- Administrative expenses
- $245,079
- Total expenses
- $964,606
- Net increase / (decrease)
- $222,188
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Southwest Administrators | NONE | $57,011 | $0 |
| The Segal Company | NONE | $55,205 | $0 |
| Miller Kaplan Arase Llp | NONE | $38,900 | $0 |
| Citizens Business Bank | NONE | $29,079 | $0 |
| Weinberg, Roger & Rosenfeld | NONE | $9,000 | $0 |