# Board Of Trustees,Construction Laborers Pension Trust For Southern Cal DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-construction-laborers-pension-trust-plan

> Board Of Trustees,Construction Laborers Pension Trust For Southern Cal's DB plan: 25,831 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees,Construction Laborers Pension Trust For Southern Cal

- **Sponsor EIN:** 436159056

- **Sponsor Address:** 1123 PARK VIEW DRIVE, STE 200, COVINA, CA, 91724

- **Plan Type:** DB

- **Total Participants:** 25,831

- **Total Assets:** $3.7B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|25,831|$3.7B|$249.0M|$0|

| 2023|23,933|$3.3B|$250.6M|$0|

| 2022|23,365|$2.9B|$244.8M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| TDA INVESTMENT GROUP INC|NONE|$8,852,691|—|$8,852,691|

| SCHULTE ROTH & ZABEL LLP|NONE|$4,136,519|—|$4,136,519|

| PACIFIC SOUTHWEST ADMINISTRATORS|NONE|$1,375,776|—|$1,375,776|

| CLTFSC, LLC|NONE|$1,150,006|—|$1,150,006|

| THE UNION LABOR LIFE INSURANCE CO|NONE|$897,880|—|$897,880|

| NATIONAL INVESTMENT SERVICES|NONE|$883,959|—|$883,959|

| WELLINGTON MANAGEMENT COMPANY LLP|NONE|$645,653|—|$645,653|

| REICH, ADELL & CVITAN|NONE|$469,609|—|$469,609|

| KIRCHNER MANAGEMENT SERVICES|NONE|$420,000|—|$420,000|

| NEPC, LLC|NONE|$300,000|—|$300,000|

| HORIZON ACTUARIAL SERVICES|NONE|$252,496|—|$252,496|

| COX, CASTLE & NICHOLSON|NONE|$195,090|—|$195,090|

| U.S. BANK NATIONAL ASSOCIATION|NONE|$157,518|—|$157,518|

| CALIBRE CPA GROUP, PLLC|NONE|$120,000|—|$120,000|

| STATE STREET GLOBAL ADVISORS|NONE|$89,867|—|$89,867|

| PENSION BENEFIT INFORMATION, LLC|NONE|$70,016|—|$70,016|

| BNY MELLON INVESTMENT MANAGEMENT|NONE|$66,369|—|$66,369|

| SCHONBUCH HALLISSY, LLP|NONE|$52,874|—|$52,874|

| OXFORD RISK MANAGEMENT & INSURANCE|NONE|$47,238|—|$47,238|

| ANVIL ADVISORS|NONE|$14,000|—|$14,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHULTE ROTH & ZABEL LLP](https://planprovider.pro/provider/schulte-roth-and-zabel-llp) — NONE

- [THE UNION LABOR LIFE INSURANCE CO](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [NEPC, LLC](https://planprovider.pro/provider/milliman) — NONE

- [U.S. BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — NONE

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $20,197,561

- **Estimated Expense Ratio:** 0.549% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$22,246,295|$12,170,418|$1,375,572|$120,000|—|

| 2023|$20,396,721|$12,526,992|$1,310,064|$170,015|—|

| 2022|$21,315,236|$14,929,433|$1,271,904|—|$2,202,004|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-construction-laborers-pension-trust-plan)

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