2023 Form 5500 filing — Southern California Plastering Institute Group Benefit Trust 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 20241011134733NAL0022867441001) for Southern California Plastering Institute Group Benefit Trust Fund, reported by Board Of Trustees Of The Above Named Plan under EIN 95-1917053 and plan number 501. It reports 405 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011134733NAL0022867441001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Above Named Plan
- EIN
- 95-1917053
- Plan number
- 501
- Location
- Covina, CA
- Participants
- 405
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,164,341
- Total liabilities (EOY)
- $24,152
- Net assets (EOY)
- $14,140,189
- Employer contributions
- $6,666,361
- Participant contributions
- $28,934
- Total income / additions
- $7,713,915
- Benefits paid
- $6,386,806
- Administrative expenses
- $445,143
- Total expenses
- $6,831,949
- Net increase / (decrease)
- $881,966
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $227,293 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | NONE | $55,800 | not reported in the loaded dataset |
| Berry & Co., Cpa'S Ltd | NONE | $54,382 | not reported in the loaded dataset |
| Wohlner Kaplon Cutler Halford Et Al | NONE | $33,117 | not reported in the loaded dataset |
| U.S. Bank, N.A. | NONE | $22,029 | $0 |
| Meketa Investment Group, Inc. | NONE | $5,500 | not reported in the loaded dataset |