2023 Form 5500 filing — San Diego County Theatrical 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 20250715135508NAL0002252001001) for San Diego County Theatrical Pension Plan, reported by Board Of Trustees, San Diego County Theatrical under EIN 95-6336895 and plan number 001. It reports 1,223 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715135508NAL0002252001001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, San Diego County Theatrical
- EIN
- 95-6336895
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 1,223
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,755,687
- Total liabilities (EOY)
- $57,309
- Net assets (EOY)
- $55,698,378
- Employer contributions
- $3,994,403
- Total income / additions
- $12,216,295
- Benefits paid
- $3,143,446
- Administrative expenses
- $414,232
- Total expenses
- $3,557,678
- Net increase / (decrease)
- $8,658,617
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys Administrators | NONE | $67,196 | not reported in the loaded dataset |
| Verus Investments | NONE | $65,000 | not reported in the loaded dataset |
| Withum Smith + Brown | NONE | $64,076 | not reported in the loaded dataset |
| Milliman | NONE | $62,359 | not reported in the loaded dataset |
| Us Bank | NONE | $36,505 | not reported in the loaded dataset |
| Kennedy Law | NONE | $30,535 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $15,750 | not reported in the loaded dataset |