San Diego County Cement Masons Pension Plan — Form 5500 plan (Board Of Trustees, San Diego County Cement Masons)
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 Cement Masons Pension Plan is a benefit plan reported by Board Of Trustees, San Diego County Cement Masons under EIN 95-6267660 and plan number 001. The latest loaded filing year is 2023. The filing reports 711 participants and $37,792,729 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, San Diego County Cement Masons
- EIN
- 95-6267660
- Plan number
- 001
- Plan type
- 1
- Location
- Arcadia, CA
- Latest filing year
- 2023
- Participants
- 711
- End-of-year plan assets
- $37,792,729
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 711 | H, C | 20250411212507NAL0039320416001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,792,729
- Total liabilities (EOY)
- $992,111
- Net assets (EOY)
- $36,800,618
- Net assets (BOY)
- $34,413,166
Income & contributions
- Employer contributions
- $5,534,451
- Total contributions
- $5,534,451
- Total income / additions
- $8,325,453
Expenses & distributions
- Benefits paid
- $5,337,373
- Administrative expenses
- $600,628
- Total expenses
- $5,938,001
- Net increase / (decrease)
- $2,387,452
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $166,019 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $108,749 | not reported in the loaded dataset | 2023 |
| Verus | NONE | $83,000 | not reported in the loaded dataset | 2023 |
| Kennedy Law Firm | NONE | $56,765 | not reported in the loaded dataset | 2023 |
| Washington Capital | NONE | $41,890 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Cement Masons So Cal Trust | NONE | $12,300 | not reported in the loaded dataset | 2023 |
| Comerica | NONE | $11,964 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, San Diego County Cement Masons
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Arcadia, CA
- Zenith American Solutions — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Verus — Schedule C compensation
- Kennedy Law Firm — Schedule C compensation
- Washington Capital — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Cement Masons So Cal Trust — Schedule C compensation
- Comerica — Schedule C compensation