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Original filing (PDF)20250414195815NAL0001014243001
LOS ANGELES TOURISM AND CONVENTION BOARD
Form 5500
FILING_RECEIVED
LOS ANGELES TOURISM AND CONVENTION BOARD RETIREMENT INCOME PLAN
Defined-benefit pension plan
Active participants
28
Accounts w/ balance
—
Plan assets (EOY)
$19.6M
Net assets (EOY)
$19.6M
How this plan invests
This plan
8 collective trusts
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)
90
/ 100
Grade A
Top-tier plan health
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
80
Vendor stack
100
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
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 LOS ANGELES TOURISM AND CONVENTION BOARD.
Plan sponsor
Name
LOS ANGELES TOURISM AND CONVENTION BOARD
EIN
95-3165255
Address
633 WEST 5TH STREET · SUITE 1800 · LOS ANGELES, CA · 90071
Phone
(213) 236-2300
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
LOS ANGELES TOURISM AND CONVENTION BOARD
EIN
95-4175757
City
LOS ANGELES, CA
Phone
(213) 624-7300
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
BDO USA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | NONE | $43K | — |
| USI CONSULTING GROUP | 34-1213174 | — | NONE | $14K | — |
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $13K | — |
| PRINCIPAL GLOBAL INVESTORS LLC | 42-1479618 | — | NONE | $12K | — |
Investments
8 pooled funds· $19.6M(100% 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 |
|---|---|---|---|
| PRIN LDI LONG DURATION SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 104 | Pooled Separate Account | $8.2M | 42.1% |
| PRIN LDI INTRM DUR SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 128 | Pooled Separate Account | $7.3M | 37.2% |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | $2.7M | 13.5% |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | $673K | 3.4% |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | $315K | 1.6% |
| PRIN ORG EMG MKTS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 178 | Pooled Separate Account | $204K | 1.0% |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | $156K | 0.8% |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | $59K | 0.3% |