Pacific Coast Roofers Pension Plan — Form 5500 plan (Board Of Trustees For Pacific Coast Roofers Pension Plan)
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, Pacific Coast Roofers Pension Plan is a benefit plan reported by Board Of Trustees For Pacific Coast Roofers Pension Plan under EIN 94-6051377 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,603 participants and $639,434,217 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees For Pacific Coast Roofers Pension Plan
- EIN
- 94-6051377
- Plan number
- 001
- Plan type
- 1
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 9,603
- End-of-year plan assets
- $639,434,217
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,603 | H, C | 20250508162542NAL0012492929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $639,434,217
- Total liabilities (EOY)
- $290,533
- Net assets (EOY)
- $639,143,684
- Net assets (BOY)
- $595,484,089
Income & contributions
- Employer contributions
- $43,917,390
- Total contributions
- $43,917,390
- Total income / additions
- $88,843,740
Expenses & distributions
- Benefits paid
- $42,193,848
- Administrative expenses
- $2,990,297
- Total expenses
- $45,184,145
- Net increase / (decrease)
- $43,659,595
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Administrative Services | NONE | $301,205 | not reported in the loaded dataset | 2023 |
| Corbin Capital Partners Lp | NONE | $194,946 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $166,301 | not reported in the loaded dataset | 2023 |
| Federated Hermes, Inc. | NONE | $126,463 | $33,620 | 2023 |
| Saltzman & Johnson | NONE | $118,386 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $117,586 | $0 | 2023 |
| Riverbridge Partners | NONE | $113,343 | $0 | 2023 |
| Parametric Portfolio Associates LLC | NONE | $111,485 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $100,000 | not reported in the loaded dataset | 2023 |
| Western Asset Management Company | NONE | $83,368 | not reported in the loaded dataset | 2023 |
| Ineich & Company, Llp | NONE | $57,102 | not reported in the loaded dataset | 2023 |
| Union Roofers Trust Funds | NONE | $53,973 | not reported in the loaded dataset | 2023 |
| Neyhart Anderson Flynn & Grosboll | NONE | $18,055 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown Pc | NONE | $12,625 | not reported in the loaded dataset | 2023 |
| William C. Earhart Company, Inc. | NONE | $8,893 | not reported in the loaded dataset | 2023 |
| Compliance Audit Services | NONE | $7,349 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees For Pacific Coast Roofers Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- United Administrative Services — Schedule C compensation
- Corbin Capital Partners Lp — Schedule C compensation
- The Segal Company — Schedule C compensation
- Federated Hermes, Inc. — Schedule C compensation
- Saltzman & Johnson — Schedule C compensation
- Us Bank — Schedule C compensation
- Riverbridge Partners — Schedule C compensation
- Parametric Portfolio Associates LLC — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Western Asset Management Company — Schedule C compensation
- Ineich & Company, Llp — Schedule C compensation
- Union Roofers Trust Funds — Schedule C compensation
- Neyhart Anderson Flynn & Grosboll — Schedule C compensation
- Withumsmith+Brown Pc — Schedule C compensation
- William C. Earhart Company, Inc. — Schedule C compensation
- Compliance Audit Services — Schedule C compensation