2023 Form 5500 filing — Southern California Lumber Industry Retirement 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 20241014132506NAL0014998675001) for Southern California Lumber Industry Retirement Fund, reported by Board Of Trustees, Southern California Lumber under EIN 95-6035266 and plan number 001. It reports 5,925 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014132506NAL0014998675001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Southern California Lumber
- EIN
- 95-6035266
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 5,925
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $201,921,427
- Total liabilities (EOY)
- $150,169
- Net assets (EOY)
- $201,771,258
- Employer contributions
- $2,643,117
- Total income / additions
- $24,223,201
- Benefits paid
- $19,761,358
- Administrative expenses
- $1,458,889
- Total expenses
- $21,220,247
- Net increase / (decrease)
- $3,002,954
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Programs Administration | NONE | $337,156 | not reported in the loaded dataset |
| Alan D. Biller & Associates, Inc. | NONE | $104,524 | not reported in the loaded dataset |
| Nwps | NONE | $100,800 | not reported in the loaded dataset |
| Kraw Law Group | NONE | $96,000 | not reported in the loaded dataset |
| Schroder Inv Mgmt North America Inc | NONE | $85,274 | not reported in the loaded dataset |
| Prudential Insurance Company Of Ame | NONE | $76,373 | $0 |
| Principal Custody Solutions | NONE | $72,371 | not reported in the loaded dataset |
| Barrow, Hanley, Mewhinney & Strauss | NONE | $57,602 | $0 |
| Loomis, Sayles & Company, Inc. | NONE | $54,579 | not reported in the loaded dataset |
| Wedge Capital Management Llp | NONE | $42,916 | $0 |
| Miller Kaplan Arase Llp | NONE | $42,800 | not reported in the loaded dataset |
| Blackrock Institutional Tr Co, N.A. | NONE | $36,143 | not reported in the loaded dataset |
| Berry & Co. Cpa'S | NONE | $17,567 | not reported in the loaded dataset |
| Invesco National Trust Company | NONE | $13,931 | not reported in the loaded dataset |
| Us Bank N.A. | NONE | $9,157 | not reported in the loaded dataset |