2023 Form 5500 filing — San Francisco Electrical Workers Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009215507NAL0009570243001) for San Francisco Electrical Workers Retirement Savings Plan, reported by Board Of Trustees, San Francisco Electrical Workers under EIN 94-6062674 and plan number 002. It reports 4,276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009215507NAL0009570243001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, San Francisco Electrical Workers
- EIN
- 94-6062674
- Plan number
- 002
- Location
- San Francisco, CA
- Participants
- 4,276
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $594,812,428
- Total liabilities (EOY)
- $87,556,996
- Net assets (EOY)
- $507,255,432
- Employer contributions
- $16,826,454
- Participant contributions
- $13,308,780
- Total income / additions
- $117,732,144
- Benefits paid
- $26,885,885
- Administrative expenses
- $1,207,874
- Total expenses
- $28,093,759
- Net increase / (decrease)
- $89,638,385
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments | NONE | $548,338 | $0 |
| E.I.S.B., Inc. | NONE | $219,886 | not reported in the loaded dataset |
| Alan Biller & Associates | NONE | $50,000 | not reported in the loaded dataset |
| David Crutcher | NONE | $26,128 | not reported in the loaded dataset |
| Stephen Horn Insurance Services | NONE | $0 | $24,423 |
| Miller Kaplan Arase Llp | NONE | $23,000 | not reported in the loaded dataset |
| Topaz Printing | NONE | $11,296 | not reported in the loaded dataset |
| Leonard Carder, Llp | NONE | $6,018 | not reported in the loaded dataset |