San Diego County Construction Laborers' Pension Trust Fund — Form 5500 plan (Board Of Trustees, San Diego County Construction)
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 Diego County Construction Laborers' Pension Trust Fund is a benefit plan reported by Board Of Trustees, San Diego County Construction under EIN 95-6090541 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,191 participants and $461,451,530 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, San Diego County Construction
- EIN
- 95-6090541
- Plan number
- 001
- Plan type
- 1
- Location
- Covina, CA
- Latest filing year
- 2023
- Participants
- 6,191
- End-of-year plan assets
- $461,451,530
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,191 | H, C | 20250613135505NAL0017610273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $461,451,530
- Total liabilities (EOY)
- $881,563
- Net assets (EOY)
- $460,569,967
- Net assets (BOY)
- $396,308,728
Income & contributions
- Employer contributions
- $41,376,279
- Total contributions
- $41,376,279
- Total income / additions
- $93,242,757
Expenses & distributions
- Benefits paid
- $25,997,702
- Administrative expenses
- $2,983,816
- Total expenses
- $28,981,518
- Net increase / (decrease)
- $64,261,239
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Southwest Administrators | NONE | $538,244 | $0 | 2023 |
| Construction Laborers Tf For So Cal | NONE | $443,459 | $0 | 2023 |
| Pzena Intl Focused Value Fd | NONE | $336,973 | $0 | 2023 |
| Washington Capital Management, Inc | NONE | $312,261 | $0 | 2023 |
| Globeflex Capital, Lp | NONE | $283,124 | $0 | 2023 |
| Horizon Actuarial Services, Inc | NONE | $191,912 | $0 | 2023 |
| Nepc, LLC | NONE | $165,764 | $0 | 2023 |
| Melissa W. Cook & Associates | NONE | $88,556 | $0 | 2023 |
| Mesirow Financial | NONE | $80,830 | $0 | 2023 |
| William Blair | NONE | $53,295 | $0 | 2023 |
| Miller Kaplan Arase Llp | NONE | $43,305 | $0 | 2023 |
| Reich, Adell & Cvitan | NONE | $34,505 | $0 | 2023 |
| Boston Partners | NONE | $32,910 | $0 | 2023 |
| Us Bank | NONE | $21,864 | $0 | 2023 |
| Pension Benefit Information, LLC | NONE | $10,073 | $0 | 2023 |
| Beach Point Capital Management Lp | NONE | $9,529 | $0 | 2023 |
| Mellon Investments Corporation | NONE | $8,668 | $0 | 2023 |
| Muig - Union Bank | NONE | $7,947 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, San Diego County Construction
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Covina, CA
- Pacific Southwest Administrators — Schedule C compensation
- Construction Laborers Tf For So Cal — Schedule C compensation
- Pzena Intl Focused Value Fd — Schedule C compensation
- Washington Capital Management, Inc — Schedule C compensation
- Globeflex Capital, Lp — Schedule C compensation
- Horizon Actuarial Services, Inc — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Melissa W. Cook & Associates — Schedule C compensation
- Mesirow Financial — Schedule C compensation
- William Blair — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Reich, Adell & Cvitan — Schedule C compensation
- Boston Partners — Schedule C compensation
- Us Bank — Schedule C compensation
- Pension Benefit Information, LLC — Schedule C compensation
- Beach Point Capital Management Lp — Schedule C compensation
- Mellon Investments Corporation — Schedule C compensation
- Muig - Union Bank — Schedule C compensation