San Francisco Lithographers Pension Trust — Form 5500 plan (Board Of Trustees, San Francisco Lithographers)
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, San Francisco Lithographers Pension Trust is a benefit plan reported by Board Of Trustees, San Francisco Lithographers under EIN 94-6052228 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,443 participants and $119,712,380 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, San Francisco Lithographers
- EIN
- 94-6052228
- Plan number
- 001
- Plan type
- 1
- Location
- Alameda, CA
- Latest filing year
- 2023
- Participants
- 1,443
- End-of-year plan assets
- $119,712,380
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,443 | H, C | 20250413185506NAL0000838017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $119,712,380
- Total liabilities (EOY)
- $22,050
- Net assets (EOY)
- $119,690,330
- Net assets (BOY)
- $123,841,245
Income & contributions
- Employer contributions
- $295,977
- Total contributions
- $295,977
- Total income / additions
- $3,479,372
Expenses & distributions
- Benefits paid
- $6,846,754
- Administrative expenses
- $783,533
- Total expenses
- $7,630,287
- Net increase / (decrease)
- -$4,150,915
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $196,756 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $125,977 | $19,134 | 2023 |
| Sage Advisory Services | NONE | $143,829 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Saltzman & Johnson | NONE | $32,365 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $28,080 | not reported in the loaded dataset | 2023 |
| Littler Mendelson | NONE | $17,575 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger & Rosenfeld | NONE | $11,555 | not reported in the loaded dataset | 2023 |
| Us Bank National Association | NONE | $5,011 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, San Francisco Lithographers
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Alameda, CA
- Zenith American Solutions — Schedule C compensation
- The Segal Company — Schedule C compensation
- Sage Advisory Services — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Saltzman & Johnson — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Littler Mendelson — Schedule C compensation
- Weinberg, Roger & Rosenfeld — Schedule C compensation
- Us Bank National Association — Schedule C compensation