2023 Form 5500 filing — Southern California Gunite Workers 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 20241014232503NAL0027334929001) for Southern California Gunite Workers Pension Fund, reported by Board Of Trustees, Southern California Gunite Workers under EIN 95-4354179 and plan number 001. It reports 619 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014232503NAL0027334929001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Southern California Gunite Workers
- EIN
- 95-4354179
- Plan number
- 001
- Location
- Covina, CA
- Participants
- 619
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,729,910
- Total liabilities (EOY)
- $149,234
- Net assets (EOY)
- $75,580,676
- Employer contributions
- $4,738,395
- Total income / additions
- $12,038,122
- Benefits paid
- $4,689,663
- Administrative expenses
- $369,619
- Total expenses
- $5,059,282
- Net increase / (decrease)
- $6,978,840
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Verus Advisory, Inc. | NONE | $80,000 | $0 |
| Horizon Actuarial Services | NONE | $69,492 | $0 |
| Pacific Southwest Administrators | NONE | $59,008 | $0 |
| Cltfsc, LLC | NONE | $48,198 | $0 |
| Miller Kaplan Arase Llp | NONE | $20,300 | $0 |
| Reich, Adell & Cvitan | NONE | $19,379 | $0 |
| Ubs Realty Investors LLC | NONE | $16,216 | $0 |
| Voya Investment Trust Company | NONE | $15,588 | $0 |