Juan De La Cruz Farm Workers Pension Plan — Form 5500 plan (Juan De La Cruz Pension Plan)
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, Juan De La Cruz Farm Workers Pension Plan is a benefit plan reported by Juan De La Cruz Pension Plan under EIN 95-6454441 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,592 participants and $68,495,585 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Juan De La Cruz Pension Plan
- EIN
- 95-6454441
- Plan number
- 001
- Plan type
- 1
- Location
- Keene, CA
- Latest filing year
- 2023
- Participants
- 9,592
- End-of-year plan assets
- $68,495,585
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,592 | H, C | 20241016180203NAL0062031618003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,495,585
- Total liabilities (EOY)
- $9,393
- Net assets (EOY)
- $68,486,192
- Net assets (BOY)
- $69,455,574
Income & contributions
- Employer contributions
- $444,480
- Participant contributions
- $252,932
- Total contributions
- $2,515,472
- Total income / additions
- $8,218,143
Expenses & distributions
- Benefits paid
- $7,769,953
- Administrative expenses
- $1,417,572
- Total expenses
- $9,187,525
- Net increase / (decrease)
- -$969,382
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Verus | INVESTMENT ADVISOR | $72,500 | not reported in the loaded dataset | 2023 |
| United Farmworkers Of America | PLAN SPONSOR | $72,185 | not reported in the loaded dataset | 2023 |
| Bush Gottlieb | ATTORNEY | $67,657 | not reported in the loaded dataset | 2023 |
| Patrick Pine | ADMINSTRATOR | $55,555 | not reported in the loaded dataset | 2023 |
| National Chavez Center | PLAN PARTICIPANT | $55,106 | not reported in the loaded dataset | 2023 |
| Nwps | ACTUARY | $54,000 | not reported in the loaded dataset | 2023 |
| Melinda Campos | EMPLOYEE | $47,309 | not reported in the loaded dataset | 2023 |
| Mendez Petty Moreno Llp | AUDITOR | $45,000 | not reported in the loaded dataset | 2023 |
| Rfk Medical Plan | MEDICAL PLAN | $36,614 | not reported in the loaded dataset | 2023 |
| Mercedes Martinez | EMPLOYEE | $31,678 | not reported in the loaded dataset | 2023 |
| Cecelio Iniguez | CONSULTING | $30,000 | not reported in the loaded dataset | 2023 |
| Atlanta Capital | INVESTMENT MANAGER | $27,152 | not reported in the loaded dataset | 2023 |
| Tpx Communications | TELEPHONE SERVICE | $11,220 | not reported in the loaded dataset | 2023 |
| I.S.S.I | INFORMATION SYSTEM ADMIN | $11,031 | not reported in the loaded dataset | 2023 |
| W-9 Corrections | ACCOUNTING SERVICES | $10,362 | not reported in the loaded dataset | 2023 |
| Us Bank | INVESTMENT TRUSTEE | $10,182 | not reported in the loaded dataset | 2023 |
| Martinez Aguilasocho & Lynch | LEGAL CONSUL | $2,500 | not reported in the loaded dataset | 2023 |
| Cesar Chavez Foundation | PLAN PARTICIPANT | $2,256 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Juan De La Cruz Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Keene, CA
- Verus — Schedule C compensation
- United Farmworkers Of America — Schedule C compensation
- Bush Gottlieb — Schedule C compensation
- Patrick Pine — Schedule C compensation
- National Chavez Center — Schedule C compensation
- Nwps — Schedule C compensation
- Melinda Campos — Schedule C compensation
- Mendez Petty Moreno Llp — Schedule C compensation
- Rfk Medical Plan — Schedule C compensation
- Mercedes Martinez — Schedule C compensation
- Cecelio Iniguez — Schedule C compensation
- Atlanta Capital — Schedule C compensation
- Tpx Communications — Schedule C compensation
- I.S.S.I — Schedule C compensation
- W-9 Corrections — Schedule C compensation
- Us Bank — Schedule C compensation
- Martinez Aguilasocho & Lynch — Schedule C compensation
- Cesar Chavez Foundation — Schedule C compensation