San Diego County Teamsters Pension Plan — Form 5500 plan (Board Of Trustees, San Diego County Teamsters)
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, San Diego County Teamsters Pension Plan is a benefit plan reported by Board Of Trustees, San Diego County Teamsters under EIN 51-0167327 and plan number 001. The latest loaded filing year is 2023. The filing reports 647 participants and $4,958,814 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, San Diego County Teamsters
- EIN
- 51-0167327
- Plan number
- 001
- Plan type
- 1
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 647
- End-of-year plan assets
- $4,958,814
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 647 | H, C | 20250414192505NAL0002259345001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,958,814
- Total liabilities (EOY)
- $24,508
- Net assets (EOY)
- $4,934,306
- Net assets (BOY)
- $4,811,121
Income & contributions
- Employer contributions
- $602,413
- Total contributions
- $602,413
- Total income / additions
- $1,011,468
Expenses & distributions
- Benefits paid
- $564,861
- Administrative expenses
- $323,422
- Total expenses
- $888,283
- Net increase / (decrease)
- $123,185
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rael & Letson | NONE | $93,570 | not reported in the loaded dataset | 2023 |
| Coast Benefits | NONE | $84,000 | not reported in the loaded dataset | 2023 |
| Verus Advisory, Inc. | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Melissa W. Cook & Associates | NONE | $26,215 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc. | NONE | $11,642 | $0 | 2023 |
| Michael Surowitz Compliance Verifi. | NONE | $4,275 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, San Diego County Teamsters
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Rael & Letson — Schedule C compensation
- Coast Benefits — Schedule C compensation
- Verus Advisory, Inc. — Schedule C compensation
- Melissa W. Cook & Associates — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- Michael Surowitz Compliance Verifi. — Schedule C compensation