Siu Pacific District Supplemental Benefits Fund, Inc. — Form 5500 plan (Board Of Trustees Of The Siu Pacifi District Supplemental Benefits Fun)

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, Siu Pacific District Supplemental Benefits Fund, Inc. is a benefit plan reported by Board Of Trustees Of The Siu Pacifi District Supplemental Benefits Fun under EIN 94-1431246 and plan number 501. The latest loaded filing year is 2023. The filing reports 974 participants and $7,970,729 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of The Siu Pacifi District Supplemental Benefits Fun
EIN
94-1431246
Plan number
501
Plan type
1
Location
San Francisco, CA
Latest filing year
2023
Participants
974
End-of-year plan assets
$7,970,729

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023974H, C20250515160027NAL0030777776001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,970,729
Total liabilities (EOY)
$5,145,287
Net assets (EOY)
$2,825,442
Net assets (BOY)
$2,258,554

Income & contributions

Employer contributions
$18,629,340
Total contributions
$18,629,340
Total income / additions
$18,900,024

Expenses & distributions

Benefits paid
$17,869,394
Administrative expenses
$463,742
Total expenses
$18,333,136
Net increase / (decrease)
$566,888

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Dan GaipaEMPLOYEE$69,184$02023
Michelle ChangEMPLOYEE$66,266not reported in the loaded dataset2023
Derek ChangEMPLOYEE$40,151not reported in the loaded dataset2023
Hazel YwanEMPLOYEE$38,386not reported in the loaded dataset2023
Edith LerouxEMPLOYEE$37,830not reported in the loaded dataset2023
Us BankNONE$21,009$02023
Withumsmith+Brown, PcNONE$18,960not reported in the loaded dataset2023
Mfow Welfare FundCOMMON TRUSTEE$12,000not reported in the loaded dataset2023
Trucker Huss, ApcCOMMON TRUSTEE$7,311not reported in the loaded dataset2023
Seafarers International UnionCOMMON TRUSTEE$6,792not reported in the loaded dataset2023

Related Form 5500 pages