So. Ca. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan — Form 5500 plan (Pension & Insurance Committee, Southern California Rock Products)
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, So. Ca. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan is a benefit plan reported by Pension & Insurance Committee, Southern California Rock Products under EIN 51-0190581 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,055 participants and $28,816,241 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pension & Insurance Committee, Southern California Rock Products
- EIN
- 51-0190581
- Plan number
- 002
- Plan type
- 1
- Location
- Covina, CA
- Latest filing year
- 2023
- Participants
- 1,055
- End-of-year plan assets
- $28,816,241
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,055 | H, C | 20241011165511NAL0023278897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,816,241
- Total liabilities (EOY)
- $82,002
- Net assets (EOY)
- $28,734,239
- Net assets (BOY)
- $104,524,540
Income & contributions
- Employer contributions
- $87,306
- Total contributions
- $87,306
- Total income / additions
- $7,371,971
Expenses & distributions
- Benefits paid
- $82,585,158
- Administrative expenses
- $577,114
- Total expenses
- $83,162,272
- Net increase / (decrease)
- -$75,790,301
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horizon Actuarial Services, LLC | NONE | $101,129 | $0 | 2023 |
| Baa Capital Advisors, Inc. | NONE | $85,000 | $0 | 2023 |
| Pacific Southwest Administrators | NONE | $84,471 | $0 | 2023 |
| Rbc Wealth Management | NONE | $61,024 | $0 | 2023 |
| Wohlner Kaplon Cutler Halford Rosen | NONE | $44,454 | $0 | 2023 |
| Northern Trust Corporation | NONE | $33,891 | $0 | 2023 |
| Miller Kaplan Arase Llp | NONE | $27,300 | $0 | 2023 |
| Wellington Trust Company | NONE | $21,877 | $0 | 2023 |
| Dodge & Cox | NONE | $14,821 | $0 | 2023 |
| Reams Asset Management Division | NONE | $12,502 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pension & Insurance Committee, Southern California Rock Products
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Covina, CA
- Horizon Actuarial Services, LLC — Schedule C compensation
- Baa Capital Advisors, Inc. — Schedule C compensation
- Pacific Southwest Administrators — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Wohlner Kaplon Cutler Halford Rosen — Schedule C compensation
- Northern Trust Corporation — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Wellington Trust Company — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Reams Asset Management Division — Schedule C compensation