2023 Form 5500 filing — Northern California Electrical Workers Pension 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 20241010145504NAL0010159427001) for Northern California Electrical Workers Pension Plan, reported by Board Of Trustees, Northern California Electrical under EIN 94-6062674 and plan number 001. It reports 3,481 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010145504NAL0010159427001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Northern California Electrical
- EIN
- 94-6062674
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 3,481
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $657,094,601
- Total liabilities (EOY)
- $2,113,349
- Net assets (EOY)
- $654,981,252
- Employer contributions
- $24,480,605
- Total income / additions
- $98,923,007
- Benefits paid
- $57,024,420
- Administrative expenses
- $2,539,767
- Total expenses
- $59,564,187
- Net increase / (decrease)
- $39,358,820
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ifm Investors Pty Ltd | NONE | $0 | $810,670 |
| E.I.S.B., Inc. | NONE | $383,553 | not reported in the loaded dataset |
| Dodge & Cox | NONE | $307,896 | $0 |
| National Real Estate Advisors, Inc | NONE | $276,192 | not reported in the loaded dataset |
| Jp Morgan Investment Management | NONE | $276,192 | not reported in the loaded dataset |
| William Blair Investment Mgmt LLC | NONE | $255,323 | not reported in the loaded dataset |
| Alan Biller & Associates Inc | NONE | $105,000 | not reported in the loaded dataset |
| Foster & Foster | NONE | $56,000 | not reported in the loaded dataset |
| Comerica Bank | NONE | $37,367 | $8,539 |
| Stephen Horn Insurance Services | NONE | $0 | $32,095 |
| Miller Kaplan Arase Llp | NONE | $27,350 | not reported in the loaded dataset |
| David Crutcher | NONE | $24,840 | not reported in the loaded dataset |
| Leonard Carder, Llp | NONE | $7,205 | not reported in the loaded dataset |