So. Ca, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan — Form 5500 plan (Board Of Trustees, Southern California, Arizona, Colorado, And)
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, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan is a benefit plan reported by Board Of Trustees, Southern California, Arizona, Colorado, And under EIN 51-6030005 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,360 participants and $358,297,710 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Southern California, Arizona, Colorado, And
- EIN
- 51-6030005
- Plan number
- 001
- Plan type
- 1
- Location
- Covina, CA
- Latest filing year
- 2023
- Participants
- 3,360
- End-of-year plan assets
- $358,297,710
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,360 | H, C | 20241015215508NAL0015452371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $358,297,710
- Total liabilities (EOY)
- $11,827,680
- Net assets (EOY)
- $346,470,030
- Net assets (BOY)
- $2,781,733
Income & contributions
- Employer contributions
- $213,719
- Total contributions
- $441,476,409
- Total income / additions
- $447,134,727
Expenses & distributions
- Benefits paid
- $101,956,610
- Administrative expenses
- $1,489,820
- Total expenses
- $103,446,430
- Net increase / (decrease)
- $343,688,297
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horizon Actuarial Services | NONE | $676,310 | not reported in the loaded dataset | 2023 |
| Pacific Southwest Administrators | NONE | $330,094 | not reported in the loaded dataset | 2023 |
| Seyfarth, Shaw, Llp | NONE | $101,965 | not reported in the loaded dataset | 2023 |
| Verus Advisory, Inc | NONE | $80,000 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $24,995 | not reported in the loaded dataset | 2023 |
| Union Bank | NONE | $22,941 | not reported in the loaded dataset | 2023 |
| Wohlner, Kaplon, Cutler, Et Al | NONE | $18,139 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Southern California, Arizona, Colorado, And
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Covina, CA
- Horizon Actuarial Services — Schedule C compensation
- Pacific Southwest Administrators — Schedule C compensation
- Seyfarth, Shaw, Llp — Schedule C compensation
- Verus Advisory, Inc — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Union Bank — Schedule C compensation
- Wohlner, Kaplon, Cutler, Et Al — Schedule C compensation