Southern California Pipe Trades Retirement Fund — Form 5500 plan (Southern California Pipe Trades Retirement 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, Southern California Pipe Trades Retirement Fund is a benefit plan reported by Southern California Pipe Trades Retirement Fund under EIN 51-6108443 and plan number 001. The latest loaded filing year is 2023. The filing reports 14,829 participants and $1,428,026,009 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern California Pipe Trades Retirement Fund
- EIN
- 51-6108443
- Plan number
- 001
- Plan type
- 1
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 14,829
- End-of-year plan assets
- $1,428,026,009
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,829 | H, C | 20241015192922NAL0030757473004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,428,026,009
- Total liabilities (EOY)
- $3,032,141
- Net assets (EOY)
- $1,424,993,868
- Net assets (BOY)
- $1,265,065,282
Income & contributions
- Employer contributions
- $118,535,966
- Total contributions
- $118,535,966
- Total income / additions
- $258,850,409
Expenses & distributions
- Benefits paid
- $90,527,335
- Administrative expenses
- $8,394,488
- Total expenses
- $98,921,823
- Net increase / (decrease)
- $159,928,586
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southern California Pipe Trades Adm | NONE | $3,481,887 | not reported in the loaded dataset | 2023 |
| New England Pension Consultants | NONE | $1,151,324 | not reported in the loaded dataset | 2023 |
| Washington Capital | NONE | $564,777 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $353,336 | not reported in the loaded dataset | 2023 |
| Jpmcb Strategic Property Fund | NONE | $301,271 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $248,265 | not reported in the loaded dataset | 2023 |
| Champlain | NONE | $240,813 | $1,284 | 2023 |
| Us Bank | NONE | $145,688 | $0 | 2023 |
| Bush Gottlieb A Law Corp | NONE | $143,500 | not reported in the loaded dataset | 2023 |
| Miller, Kaplan, Arase | NONE | $106,780 | not reported in the loaded dataset | 2023 |
| Parametric | NONE | $105,119 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $103,978 | $0 | 2023 |
| Wellington Management Company | NONE | $91,024 | $0 | 2023 |
| Meketa Investment Group | NONE | $81,200 | not reported in the loaded dataset | 2023 |
| Bentallgreenoak | NONE | $37,166 | not reported in the loaded dataset | 2023 |
| Kraw Law Group | NONE | $30,194 | not reported in the loaded dataset | 2023 |
| Odonoghue & Odonoghue | NONE | $21,125 | not reported in the loaded dataset | 2023 |
| Segal Consulting | NONE | $19,022 | not reported in the loaded dataset | 2023 |
| Withum Smith+Brown | NONE | $15,643 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southern California Pipe Trades Retirement Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Southern California Pipe Trades Adm — Schedule C compensation
- New England Pension Consultants — Schedule C compensation
- Washington Capital — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Jpmcb Strategic Property Fund — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Champlain — Schedule C compensation
- Us Bank — Schedule C compensation
- Bush Gottlieb A Law Corp — Schedule C compensation
- Miller, Kaplan, Arase — Schedule C compensation
- Parametric — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Wellington Management Company — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Bentallgreenoak — Schedule C compensation
- Kraw Law Group — Schedule C compensation
- Odonoghue & Odonoghue — Schedule C compensation
- Segal Consulting — Schedule C compensation
- Withum Smith+Brown — Schedule C compensation