2023 Form 5500 filing — San Francisco Culinary Bartenders & Service Employees 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 20241023182504NAL0004350321001) for San Francisco Culinary Bartenders & Service Employees Pension Plan, reported by Board Of Trustees, San Francisco Culinary Bartenders & under EIN 94-6118925 and plan number 001. It reports 18,804 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241023182504NAL0004350321001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, San Francisco Culinary Bartenders &
- EIN
- 94-6118925
- Plan number
- 001
- Location
- Pleasanton, CA
- Participants
- 18,804
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $34,234,006
- Total income / additions
- $58,841,374
- Benefits paid
- $40,611,722
- Administrative expenses
- $3,021,219
- Total expenses
- $43,632,941
- Net increase / (decrease)
- $15,208,433
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys Administration | NONE | $716,789 | not reported in the loaded dataset |
| Rael & Letson | NONE | $309,775 | not reported in the loaded dataset |
| Systematic Financial Management Lp | NONE | $207,666 | not reported in the loaded dataset |
| Mfs Heritage Trust Company | NONE | $200,493 | not reported in the loaded dataset |
| Acadian Asset Management LLC | NONE | $160,344 | not reported in the loaded dataset |
| Smart Source LLC | NONE | $153,265 | not reported in the loaded dataset |
| Marsh Mclennan Agency LLC | NONE | $125,931 | not reported in the loaded dataset |
| Pimco | NONE | $96,254 | not reported in the loaded dataset |
| New England Pension Consultants | NONE | $89,250 | not reported in the loaded dataset |
| Leonard Carder Llp | NONE | $86,882 | not reported in the loaded dataset |
| Brandywine Global Investment Mgmt | NONE | $78,871 | not reported in the loaded dataset |
| Comerica Bank | NONE | $52,930 | not reported in the loaded dataset |
| Franklin Templeton Investments | NONE | $40,046 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $35,908 | not reported in the loaded dataset |
| Bny Mellon | NONE | $19,745 | not reported in the loaded dataset |
| Iron Mountain | NONE | $12,293 | not reported in the loaded dataset |
| Trustee 1 | NONE | $8,000 | not reported in the loaded dataset |
| Crescent Capital High Income Fund B | NONE | $0 | $0 |