Back to filter
Original filing (PDF)20250613135505NAL0017610273001
BOARD OF TRUSTEES, SAN DIEGO COUNTY CONSTRUCTION
Form 5500
FILING_RECEIVED
SAN DIEGO COUNTY CONSTRUCTION LABORERS' PENSION TRUST FUND
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed18 service providers
Active participants
3,359
Accounts w/ balance
0
Plan assets (EOY)
$461.5M
Net assets (EOY)
$460.6M
How this plan invests
This plan
7 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)
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
- 58 bps in Schedule C fees — 477% above peer band of 10 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, SAN DIEGO COUNTY CONSTRUCTION.
Plan sponsor
Name
BOARD OF TRUSTEES, SAN DIEGO COUNTY CONSTRUCTION
DBA
LABORERS' PENSION TRUST FUND
EIN
95-6090541
Address
1123 PARK VIEW DR STE 200 · COVINA, CA · 91724
Phone
(626) 279-3000
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-13
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)
18 rowsOther
18| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PACIFIC SOUTHWEST ADMINISTRATORS | 46-4942970 | — | NONE | $538K | — |
| CONSTRUCTION LABORERS TF FOR SO CAL | 95-4773932 | — | NONE | $443K | — |
| PZENA INTL FOCUSED VALUE FD | — | NEW YORK, NY | NONE | $337K | — |
| WASHINGTON CAPITAL MANAGEMENT, INC | 91-1042342 | — | NONE | $312K | — |
| GLOBEFLEX CAPITAL, LP | 33-0597629 | — | NONE | $283K | — |
| HORIZON ACTUARIAL SERVICES, INC | 26-1370698 | — | NONE | $192K | — |
| NEPC, LLC | 26-1429809 | — | NONE | $166K | — |
| MELISSA W. COOK & ASSOCIATES | 95-3245809 | — | NONE | $89K | — |
| MESIROW FINANCIAL | 46-3537636 | — | NONE | $81K | — |
| WILLIAM BLAIR | — | CHICAGO, IL | NONE | $53K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $43K | — |
| REICH, ADELL & CVITAN | 95-3082677 | — | NONE | $35K | — |
| BOSTON PARTNERS | 98-2020744 | — | NONE | $33K | — |
| US BANK | 34-0841368 | — | NONE | $22K | — |
| PENSION BENEFIT INFORMATION, LLC | — | MINNEAPOLIS, MN | NONE | $10K | — |
| BEACH POINT CAPITAL MANAGEMENT LP | 80-0242162 | — | NONE | $10K | — |
| MELLON INVESTMENTS CORPORATION | — | BOSTON, MA | NONE | $9K | — |
| MUIG - UNION BANK | 94-0304228 | — | NONE | $8K | — |
Investments
7 pooled funds· $219.5M(48% 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.
Common Collective Trust
$178.7M
6 holdings
103-12 Investment Entity
$40.8M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BNYM MELLON AFL-CIO SL STOCK INDEX THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 340 | Common Collective Trust | $99.9M | 21.6% |
| WASHINGTON CAPITAL JOINT MASTER TRS WASHINGTON CAPITAL MANAGEMENT, INC. · EIN 91-1163419 / PN 001 | 103-12 Investment Entity | $40.8M | 8.8% |
| TCW MULTIPLE INVESTMENT TRUST SEI TRUST COMPANY · EIN 26-3015340 / PN 030 | Common Collective Trust | $37.6M | 8.2% |
| MULTI-EMPLOYER PROPERTY TRUST NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | $17.7M | 3.8% |
| ULLICO INFRASTRUCTURE TAX-EXEMPT FD ULLICO INVESTMENT ADVISORS, INC. · EIN 90-0622302 / PN 001 | Common Collective Trust | $9.8M | 2.1% |
| THE LSV EMERGING MARKETS EQUITY FUN RELIANCE TRUST COMPANY · EIN 90-6169542 / PN 011 | Common Collective Trust | $8.0M | 1.7% |
| WILLIAM BLAIR EMERGING MARKETS GROW GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 003 | Common Collective Trust | $5.6M | 1.2% |