Western Growers Pension Trust Plan A — Form 5500 plan (Western Growers Pension Trust Plan A)
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, Western Growers Pension Trust Plan A is a benefit plan reported by Western Growers Pension Trust Plan A under EIN 95-6035245 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,763 participants and $929,246 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Growers Pension Trust Plan A
- EIN
- 95-6035245
- Plan number
- 001
- Plan type
- 1
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 1,763
- End-of-year plan assets
- $929,246
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,763 | H, C | 20241014114835NAL0027189969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $929,246
- Total liabilities (EOY)
- $73,592,111
- Net assets (EOY)
- -$72,662,865
- Net assets (BOY)
- -$69,511,967
Income & contributions
- Total contributions
- $0
- Total income / additions
- $19,200
Expenses & distributions
- Benefits paid
- $2,889,607
- Administrative expenses
- $280,491
- Total expenses
- $3,170,098
- Net increase / (decrease)
- -$3,150,898
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plans, Inc. | CONTRACT ADMINISTRATOR | $236,613 | $0 | 2023 |
| Kkaj | AUDITOR | $10,890 | $0 | 2023 |
| Rael & Laetson | ACTUARY | $2,000 | $0 | 2023 |
| Slevin & Hart | LEGAL | $1,733 | $0 | 2023 |
| William J. Grimm | TRUSTEE | $438 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Western Growers Pension Trust Plan A
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Benefit Plans, Inc. — Schedule C compensation
- Kkaj — Schedule C compensation
- Rael & Laetson — Schedule C compensation
- Slevin & Hart — Schedule C compensation
- William J. Grimm — Schedule C compensation