2023 Form 5500 filing — San Francisco Lithographers Pension Trust
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 20250413185506NAL0000838017001) for San Francisco Lithographers Pension Trust, reported by Board Of Trustees, San Francisco Lithographers under EIN 94-6052228 and plan number 001. It reports 1,443 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250413185506NAL0000838017001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, San Francisco Lithographers
- EIN
- 94-6052228
- Plan number
- 001
- Location
- Alameda, CA
- Participants
- 1,443
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $119,712,380
- Total liabilities (EOY)
- $22,050
- Net assets (EOY)
- $119,690,330
- Employer contributions
- $295,977
- Total income / additions
- $3,479,372
- Benefits paid
- $6,846,754
- Administrative expenses
- $783,533
- Total expenses
- $7,630,287
- Net increase / (decrease)
- -$4,150,915
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $196,756 | not reported in the loaded dataset |
| The Segal Company | NONE | $125,977 | $19,134 |
| Sage Advisory Services | NONE | $143,829 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $50,000 | not reported in the loaded dataset |
| Saltzman & Johnson | NONE | $32,365 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $28,080 | not reported in the loaded dataset |
| Littler Mendelson | NONE | $17,575 | not reported in the loaded dataset |
| Weinberg, Roger & Rosenfeld | NONE | $11,555 | not reported in the loaded dataset |
| Us Bank National Association | NONE | $5,011 | $0 |