2023 Form 5500 filing — Seiu-Usww And San Diego Country Employers Trust Fu
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 20241009171344NAL0038530786005) for Seiu-Usww And San Diego Country Employers Trust Fu, reported by Seiu-Usww And San Diego County Employers Trust Fund under EIN 68-0496395 and plan number 501. It reports 657 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009171344NAL0038530786005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Seiu-Usww And San Diego County Employers Trust Fund
- EIN
- 68-0496395
- Plan number
- 501
- Location
- Covina, CA
- Participants
- 657
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,717,371
- Total liabilities (EOY)
- $1,212,408
- Net assets (EOY)
- $9,504,963
- Employer contributions
- $6,090,584
- Participant contributions
- $460
- Total income / additions
- $6,896,487
- Benefits paid
- $6,885,057
- Administrative expenses
- $301,340
- Total expenses
- $7,186,397
- Net increase / (decrease)
- -$289,910
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Southwest Administrators | NONE | $98,614 | not reported in the loaded dataset |
| Reich, Adell & Cvitan | NONE | $67,856 | not reported in the loaded dataset |
| Rael & Letson | NONE | $41,576 | not reported in the loaded dataset |
| Mcmorgan & Company LLC | NONE | $36,823 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $10,726 | not reported in the loaded dataset |
| Henningfield & Associates, Inc | NONE | $10,000 | not reported in the loaded dataset |
| National Compliance Services | NONE | $7,906 | not reported in the loaded dataset |