2023 Form 5500 filing — Western Growers Pension Trust Plan A
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 20241014114835NAL0027189969001) for Western Growers Pension Trust Plan A, reported by Western Growers Pension Trust Plan A under EIN 95-6035245 and plan number 001. It reports 1,763 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014114835NAL0027189969001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Western Growers Pension Trust Plan A
- EIN
- 95-6035245
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 1,763
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $929,246
- Total liabilities (EOY)
- $73,592,111
- Net assets (EOY)
- -$72,662,865
- Total income / additions
- $19,200
- Benefits paid
- $2,889,607
- Administrative expenses
- $280,491
- Total expenses
- $3,170,098
- Net increase / (decrease)
- -$3,150,898
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plans, Inc. | CONTRACT ADMINISTRATOR | $236,613 | $0 |
| Kkaj | AUDITOR | $10,890 | $0 |
| Rael & Laetson | ACTUARY | $2,000 | $0 |
| Slevin & Hart | LEGAL | $1,733 | $0 |
| William J. Grimm | TRUSTEE | $438 | $0 |