2023 Form 5500 filing — Supplemental Income 401(K) 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 20241010151204NAL0021314401001) for Supplemental Income 401(K) Plan, reported by Board Of Trustees Of Supplemental Income Trust Fund under EIN 94-2554388 and plan number 002. It reports 36,861 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010151204NAL0021314401001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Supplemental Income Trust Fund
- EIN
- 94-2554388
- Plan number
- 002
- Location
- Vallejo, CA
- Participants
- 36,861
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,656,472,999
- Total liabilities (EOY)
- $795,817
- Net assets (EOY)
- $1,655,677,182
- Employer contributions
- $35,570,469
- Participant contributions
- $86,998,386
- Total income / additions
- $361,992,975
- Benefits paid
- $128,249,114
- Administrative expenses
- $6,764,424
- Total expenses
- $135,013,538
- Net increase / (decrease)
- $226,979,437
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Pl Services | NONE | $2,409,703 | $0 |
| Mon Roc Administrators, LLC | NONE | $2,196,307 | not reported in the loaded dataset |
| Beeson, Tayer & Bodine | NONE | $482,325 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $358,283 | not reported in the loaded dataset |
| Mercer Investments LLC | NONE | $97,149 | not reported in the loaded dataset |
| Alan D. Biller & Associates, In | NONE | $69,016 | not reported in the loaded dataset |
| Stephen Horn Insurance Services | NONE | $0 | $64,819 |