2023 Form 5500 filing — Butcher And Provision Workers Pension Fund Of Southern California
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 20250415182504NAL0007107266001) for Butcher And Provision Workers Pension Fund Of Southern California, reported by Board Of Trustees, Butcher And Provision Workers under EIN 95-6035330 and plan number 001. It reports 3,064 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415182504NAL0007107266001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Butcher And Provision Workers
- EIN
- 95-6035330
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 3,064
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,801,250
- Total liabilities (EOY)
- $17,830,005
- Net assets (EOY)
- -$6,028,755
- Employer contributions
- $197,713
- Total income / additions
- $218,550
- Benefits paid
- $7,738,450
- Administrative expenses
- $324,429
- Total expenses
- $8,062,879
- Net increase / (decrease)
- -$7,844,329
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southwest Service Administrators | NONE | $112,466 | not reported in the loaded dataset |
| The Segal Company | NONE | $44,776 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $40,200 | not reported in the loaded dataset |
| Weinberg, Roger, And Rosenfeld | NONE | $25,335 | not reported in the loaded dataset |
| Bank Of America | NONE | $16,560 | not reported in the loaded dataset |