Southern California Gunite Workers Pension Fund — Form 5500 plan (Board Of Trustees, Southern California Gunite Workers)
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, Southern California Gunite Workers Pension Fund is a benefit plan reported by Board Of Trustees, Southern California Gunite Workers under EIN 95-4354179 and plan number 001. The latest loaded filing year is 2023. The filing reports 619 participants and $75,729,910 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Southern California Gunite Workers
- EIN
- 95-4354179
- Plan number
- 001
- Plan type
- 1
- Location
- Covina, CA
- Latest filing year
- 2023
- Participants
- 619
- End-of-year plan assets
- $75,729,910
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 619 | H, C | 20241014232503NAL0027334929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $75,729,910
- Total liabilities (EOY)
- $149,234
- Net assets (EOY)
- $75,580,676
- Net assets (BOY)
- $68,601,836
Income & contributions
- Employer contributions
- $4,738,395
- Total contributions
- $4,738,395
- Total income / additions
- $12,038,122
Expenses & distributions
- Benefits paid
- $4,689,663
- Administrative expenses
- $369,619
- Total expenses
- $5,059,282
- Net increase / (decrease)
- $6,978,840
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Verus Advisory, Inc. | NONE | $80,000 | $0 | 2023 |
| Horizon Actuarial Services | NONE | $69,492 | $0 | 2023 |
| Pacific Southwest Administrators | NONE | $59,008 | $0 | 2023 |
| Cltfsc, LLC | NONE | $48,198 | $0 | 2023 |
| Miller Kaplan Arase Llp | NONE | $20,300 | $0 | 2023 |
| Reich, Adell & Cvitan | NONE | $19,379 | $0 | 2023 |
| Ubs Realty Investors LLC | NONE | $16,216 | $0 | 2023 |
| Voya Investment Trust Company | NONE | $15,588 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Southern California Gunite Workers
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Covina, CA
- Verus Advisory, Inc. — Schedule C compensation
- Horizon Actuarial Services — Schedule C compensation
- Pacific Southwest Administrators — Schedule C compensation
- Cltfsc, LLC — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Reich, Adell & Cvitan — Schedule C compensation
- Ubs Realty Investors LLC — Schedule C compensation
- Voya Investment Trust Company — Schedule C compensation