2023 Form 5500 filing — San Mateo County Electrical Construction Industry Retiremt 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 20241011152613NAL0023108305001) for San Mateo County Electrical Construction Industry Retiremt Plan, reported by San Mateo County Electrical Construction Industry Retiremt Plan under EIN 51-6052127 and plan number 001. It reports 1,837 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011152613NAL0023108305001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- San Mateo County Electrical Construction Industry Retiremt Plan
- EIN
- 51-6052127
- Plan number
- 001
- Location
- San Jose, CA
- Participants
- 1,837
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $600,208,114
- Total liabilities (EOY)
- $2,690,736
- Net assets (EOY)
- $597,517,378
- Employer contributions
- $34,708,044
- Total income / additions
- $110,040,482
- Benefits paid
- $23,408,599
- Administrative expenses
- $1,848,529
- Total expenses
- $25,257,128
- Net increase / (decrease)
- $84,783,354
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | NONE | $968,625 | $0 |
| United Administrative Services | NONE | $231,065 | not reported in the loaded dataset |
| Northwest Investment Consulting | NONE | $145,242 | $0 |
| Mg Trust Company Dba Matrix Trust | NONE | $87,565 | $0 |
| Sierra Investment Partners, Inc. | NONE | $86,608 | not reported in the loaded dataset |
| Ineich & Company, Llp | NONE | $40,000 | not reported in the loaded dataset |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $28,510 | not reported in the loaded dataset |
| Patriot Growth Insurance Services, | NONE | $15,000 | not reported in the loaded dataset |
| Smart Source Critical Communication | NONE | $7,587 | not reported in the loaded dataset |