2023 Form 5500 filing — Smart & Final Pension Plan
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 20241015182720NAL0015251219001) for Smart & Final Pension Plan, reported by Smart & Final Pension Plan under EIN 95-4079584 and plan number 002. It reports 3,999 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015182720NAL0015251219001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Smart & Final Pension Plan
- EIN
- 95-4079584
- Plan number
- 002
- Location
- Commerce, CA
- Participants
- 3,999
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $155,713,862
- Total liabilities (EOY)
- $459,152
- Net assets (EOY)
- $155,254,710
- Employer contributions
- $2,500,000
- Participant contributions
- $0
- Total income / additions
- $26,094,432
- Benefits paid
- $4,849,017
- Administrative expenses
- $3,023,784
- Total expenses
- $7,872,801
- Net increase / (decrease)
- $18,221,631
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Curcio Webb, LLC | ACTUARY | $385,089 | not reported in the loaded dataset |
| Blackrock Investment Management LLC | NONE | $201,883 | not reported in the loaded dataset |
| Earnest Partners, LLC | NONE | $146,901 | not reported in the loaded dataset |
| Principal Bank | TRUSTEE | $118,049 | not reported in the loaded dataset |
| Cove Street Capital, LLC | NONE | $91,720 | not reported in the loaded dataset |
| Metropolitan West Asset Mgmt, LLC | NONE | $59,653 | not reported in the loaded dataset |
| Moss Adams, Llp | NONE | $41,250 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | ACTUARY | $10,700 | not reported in the loaded dataset |
| X-Lgent Printing, Inc. | NONE | $5,351 | not reported in the loaded dataset |
| Perkins Coie Llp | LEGAL | $5,263 | not reported in the loaded dataset |