Back to filter
Original filing (PDF)20251007135510NAL0004862593001
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA GENERAL SALES EMPLOYERS
Form 5500
FILING_RECEIVED
SOUTHERN CALIFORNIA GENERAL SALES EMPLOYERS AND UNITED FOOD AND COMMERCIAL WORKERS UNIONS PENSION FUND
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
122
Accounts w/ balance
0
Plan assets (EOY)
$85.0M
Net assets (EOY)
$84.9M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — 127% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, SOUTHERN CALIFORNIA GENERAL SALES EMPLOYERS.
Plan sponsor
Name
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA GENERAL SALES EMPLOYERS
DBA
AND UNITED FOOD AND COMMERCIAL
EIN
51-6029991
Address
2220 HYPERION AVE · LOS ANGELES, CA · 90027
Phone
(323) 666-8910
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NISA INVESTMENT ADVISORS, LLC | 48-1140940 | — | NONE | $82K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $59K | — |
| SCHWARTZ STEINSAPIR DOHRMANN & SOMM | 95-2077781 | — | NONE | $48K | — |
| THE SEGAL COMPANY, WESTERN STATES | 94-1503999 | — | NONE | $41K | — |
| RVK, INC. | 93-0910652 | — | NONE | $39K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 23-2182079 | — | NONE | $14K | — |
| TRANSOMATIC CORPORATION | 54-2103755 | — | NONE | $14K | — |
| THE NORTHERN TRUST CO. | 36-1561860 | — | NONE | $12K | — |
Investments
1 pooled fund· $0(0% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| ALL WEATHER PORTFOLIO LIMITED BRIDGEWATER ASSOCIATES, INC. · EIN 98-0501379 / PN 001 | 103-12 Investment Entity | $0 | <0.1% |