2023 Form 5500 filing — So. Ca, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers 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 20241015215508NAL0015452371001) for So. Ca, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan, reported by Board Of Trustees, Southern California, Arizona, Colorado, And under EIN 51-6030005 and plan number 001. It reports 3,360 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015215508NAL0015452371001
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees, Southern California, Arizona, Colorado, And
EIN
51-6030005
Plan number
001
Location
Covina, CA
Participants
3,360
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$358,297,710
Total liabilities (EOY)
$11,827,680
Net assets (EOY)
$346,470,030
Employer contributions
$213,719
Total income / additions
$447,134,727
Benefits paid
$101,956,610
Administrative expenses
$1,489,820
Total expenses
$103,446,430
Net increase / (decrease)
$343,688,297
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Horizon Actuarial ServicesNONE$676,310not reported in the loaded dataset
Pacific Southwest AdministratorsNONE$330,094not reported in the loaded dataset
Seyfarth, Shaw, LlpNONE$101,965not reported in the loaded dataset
Verus Advisory, IncNONE$80,000not reported in the loaded dataset
Miller Kaplan Arase LlpNONE$24,995not reported in the loaded dataset
Union BankNONE$22,941not reported in the loaded dataset
Wohlner, Kaplon, Cutler, Et AlNONE$18,139not reported in the loaded dataset

Related Form 5500 pages