San Francisco Culinary Bartenders & Service Employees Pension Plan — Form 5500 plan (Board Of Trustees, San Francisco Culinary Bartenders &)
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 Culinary Bartenders & Service Employees Pension Plan is a benefit plan reported by Board Of Trustees, San Francisco Culinary Bartenders & under EIN 94-6118925 and plan number 001. The latest loaded filing year is 2023. The filing reports 18,804 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, San Francisco Culinary Bartenders &
- EIN
- 94-6118925
- Plan number
- 001
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 18,804
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18,804 | H, C | 20241023182504NAL0004350321001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $608,761,747
Income & contributions
- Employer contributions
- $34,234,006
- Total contributions
- $34,234,006
- Total income / additions
- $58,841,374
Expenses & distributions
- Benefits paid
- $40,611,722
- Administrative expenses
- $3,021,219
- Total expenses
- $43,632,941
- Net increase / (decrease)
- $15,208,433
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys Administration | NONE | $716,789 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $309,775 | not reported in the loaded dataset | 2023 |
| Systematic Financial Management Lp | NONE | $207,666 | not reported in the loaded dataset | 2023 |
| Mfs Heritage Trust Company | NONE | $200,493 | not reported in the loaded dataset | 2023 |
| Acadian Asset Management LLC | NONE | $160,344 | not reported in the loaded dataset | 2023 |
| Smart Source LLC | NONE | $153,265 | not reported in the loaded dataset | 2023 |
| Marsh Mclennan Agency LLC | NONE | $125,931 | not reported in the loaded dataset | 2023 |
| Pimco | NONE | $96,254 | not reported in the loaded dataset | 2023 |
| New England Pension Consultants | NONE | $89,250 | not reported in the loaded dataset | 2023 |
| Leonard Carder Llp | NONE | $86,882 | not reported in the loaded dataset | 2023 |
| Brandywine Global Investment Mgmt | NONE | $78,871 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $52,930 | not reported in the loaded dataset | 2023 |
| Franklin Templeton Investments | NONE | $40,046 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $35,908 | not reported in the loaded dataset | 2023 |
| Bny Mellon | NONE | $19,745 | not reported in the loaded dataset | 2023 |
| Iron Mountain | NONE | $12,293 | not reported in the loaded dataset | 2023 |
| Trustee 1 | NONE | $8,000 | not reported in the loaded dataset | 2023 |
| Crescent Capital High Income Fund B | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, San Francisco Culinary Bartenders &
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Benesys Administration — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Systematic Financial Management Lp — Schedule C compensation
- Mfs Heritage Trust Company — Schedule C compensation
- Acadian Asset Management LLC — Schedule C compensation
- Smart Source LLC — Schedule C compensation
- Marsh Mclennan Agency LLC — Schedule C compensation
- Pimco — Schedule C compensation
- New England Pension Consultants — Schedule C compensation
- Leonard Carder Llp — Schedule C compensation
- Brandywine Global Investment Mgmt — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Franklin Templeton Investments — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Iron Mountain — Schedule C compensation
- Trustee 1 — Schedule C compensation
- Crescent Capital High Income Fund B — Schedule C compensation