2023 Form 5500 filing — Southern California Pipe Trades 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 20241015192922NAL0030757473004) for Southern California Pipe Trades Retirement Fund, reported by Southern California Pipe Trades Retirement Fund under EIN 51-6108443 and plan number 001. It reports 14,829 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015192922NAL0030757473004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Southern California Pipe Trades Retirement Fund
- EIN
- 51-6108443
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 14,829
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,428,026,009
- Total liabilities (EOY)
- $3,032,141
- Net assets (EOY)
- $1,424,993,868
- Employer contributions
- $118,535,966
- Total income / additions
- $258,850,409
- Benefits paid
- $90,527,335
- Administrative expenses
- $8,394,488
- Total expenses
- $98,921,823
- Net increase / (decrease)
- $159,928,586
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southern California Pipe Trades Adm | NONE | $3,481,887 | not reported in the loaded dataset |
| New England Pension Consultants | NONE | $1,151,324 | not reported in the loaded dataset |
| Washington Capital | NONE | $564,777 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $353,336 | not reported in the loaded dataset |
| Jpmcb Strategic Property Fund | NONE | $301,271 | not reported in the loaded dataset |
| Rael & Letson | NONE | $248,265 | not reported in the loaded dataset |
| Champlain | NONE | $240,813 | $1,284 |
| Us Bank | NONE | $145,688 | $0 |
| Bush Gottlieb A Law Corp | NONE | $143,500 | not reported in the loaded dataset |
| Miller, Kaplan, Arase | NONE | $106,780 | not reported in the loaded dataset |
| Parametric | NONE | $105,119 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $103,978 | $0 |
| Wellington Management Company | NONE | $91,024 | $0 |
| Meketa Investment Group | NONE | $81,200 | not reported in the loaded dataset |
| Bentallgreenoak | NONE | $37,166 | not reported in the loaded dataset |
| Kraw Law Group | NONE | $30,194 | not reported in the loaded dataset |
| Odonoghue & Odonoghue | NONE | $21,125 | not reported in the loaded dataset |
| Segal Consulting | NONE | $19,022 | not reported in the loaded dataset |
| Withum Smith+Brown | NONE | $15,643 | not reported in the loaded dataset |