Associated General Contractors Of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan — Form 5500 plan (Agc Of America, San Diego Chapter, Inc. Retirement Trust Fund)
Plain-English plan 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, Associated General Contractors Of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan is a benefit plan reported by Agc Of America, San Diego Chapter, Inc. Retirement Trust Fund under EIN 33-6297103 and plan number 001. The latest loaded filing year is 2023. The filing reports 386 participants and $22,851,240 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Agc Of America, San Diego Chapter, Inc. Retirement Trust Fund
- EIN
- 33-6297103
- Plan number
- 001
- Plan type
- 3
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 386
- End-of-year plan assets
- $22,851,240
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 386 | H, C | 20241007082130NAL0007416867001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,851,240
- Total liabilities (EOY)
- $26,665
- Net assets (EOY)
- $22,824,575
- Net assets (BOY)
- $26,449,246
Income & contributions
- Employer contributions
- $959,835
- Total contributions
- $959,835
- Total income / additions
- $3,852,143
Expenses & distributions
- Benefits paid
- $1,976,518
- Administrative expenses
- $188,950
- Total expenses
- $2,165,468
- Net increase / (decrease)
- $1,686,675
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Agc Retirement Tust | TRUSTEE (CORPORATE) | $107,150 | not reported in the loaded dataset | 2023 |
| Clelland | INVESTMENT MANAGER | $35,000 | not reported in the loaded dataset | 2023 |
| Brandywine Global | INVESTMENT MANAGER | $22,227 | not reported in the loaded dataset | 2023 |
| Clarivest | INVESTMENT MANAGER | $20,161 | not reported in the loaded dataset | 2023 |
| Jp Morgan Asset Management | INVESTMENT MANAGER | $1,797 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Agc Of America, San Diego Chapter, Inc. Retirement Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Agc Retirement Tust — Schedule C compensation
- Clelland — Schedule C compensation
- Brandywine Global — Schedule C compensation
- Clarivest — Schedule C compensation
- Jp Morgan Asset Management — Schedule C compensation