Seiu-Usww And San Diego Country Employers Trust Fu — Form 5500 plan (Seiu-Usww And San Diego County Employers 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, Seiu-Usww And San Diego Country Employers Trust Fu is a benefit plan reported by Seiu-Usww And San Diego County Employers Trust Fund under EIN 68-0496395 and plan number 501. The latest loaded filing year is 2023. The filing reports 657 participants and $10,717,371 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Seiu-Usww And San Diego County Employers Trust Fund
- EIN
- 68-0496395
- Plan number
- 501
- Plan type
- 1
- Location
- Covina, CA
- Latest filing year
- 2023
- Participants
- 657
- End-of-year plan assets
- $10,717,371
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 657 | H, C | 20241009171344NAL0038530786005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,717,371
- Total liabilities (EOY)
- $1,212,408
- Net assets (EOY)
- $9,504,963
- Net assets (BOY)
- $9,794,873
Income & contributions
- Employer contributions
- $6,090,584
- Participant contributions
- $460
- Total contributions
- $6,091,044
- Total income / additions
- $6,896,487
Expenses & distributions
- Benefits paid
- $6,885,057
- Administrative expenses
- $301,340
- Total expenses
- $7,186,397
- Net increase / (decrease)
- -$289,910
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Southwest Administrators | NONE | $98,614 | not reported in the loaded dataset | 2023 |
| Reich, Adell & Cvitan | NONE | $67,856 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $41,576 | not reported in the loaded dataset | 2023 |
| Mcmorgan & Company LLC | NONE | $36,823 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $10,726 | not reported in the loaded dataset | 2023 |
| Henningfield & Associates, Inc | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| National Compliance Services | NONE | $7,906 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Seiu-Usww And San Diego County Employers Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Covina, CA
- Pacific Southwest Administrators — Schedule C compensation
- Reich, Adell & Cvitan — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Mcmorgan & Company LLC — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Henningfield & Associates, Inc — Schedule C compensation
- National Compliance Services — Schedule C compensation