San Diego Unite - Here Pension Fund — Form 5500 plan (Board Of Trustees, San Diego Unite - Here Pension Fund)
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 Unite - Here Pension Fund is a benefit plan reported by Board Of Trustees, San Diego Unite - Here Pension Fund under EIN 95-6254718 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,530 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, San Diego Unite - Here Pension Fund
- EIN
- 95-6254718
- Plan number
- 001
- Plan type
- 1
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 4,530
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,530 | H, C | 20241014192504NAL0013780067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $42,535,247
Income & contributions
- Employer contributions
- $2,895,985
- Total contributions
- $2,895,985
- Total income / additions
- $6,317,786
Expenses & distributions
- Benefits paid
- $2,846,424
- Administrative expenses
- $672,419
- Total expenses
- $3,518,843
- Net increase / (decrease)
- $2,798,943
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys Administrators | NONE | $208,905 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $110,879 | not reported in the loaded dataset | 2023 |
| Mccraken, Stemerman & Holsberry Llp | NONE | $75,478 | not reported in the loaded dataset | 2023 |
| Segal Advisors, Inc Dba Segal Marco | NONE | $45,833 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $18,475 | not reported in the loaded dataset | 2023 |
| U.S. Bank | NONE | $13,822 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, San Diego Unite - Here Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Benesys Administrators — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Mccraken, Stemerman & Holsberry Llp — Schedule C compensation
- Segal Advisors, Inc Dba Segal Marco — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- U.S. Bank — Schedule C compensation