2023 Form 5500 filing — Northern California Pipe Trades 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 20241014095003NAL0013084531001) for Northern California Pipe Trades Pension Plan, reported by Board Of Trustees Northern Cali. Pipe Trades Pension Trust under EIN 94-3190386 and plan number 001. It reports 4,581 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014095003NAL0013084531001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Northern Cali. Pipe Trades Pension Trust
- EIN
- 94-3190386
- Plan number
- 001
- Location
- Concord, CA
- Participants
- 4,581
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,046,789,474
- Total liabilities (EOY)
- $13,294,089
- Net assets (EOY)
- $1,033,495,385
- Employer contributions
- $59,030,971
- Total income / additions
- $160,976,059
- Benefits paid
- $37,448,935
- Administrative expenses
- $4,877,679
- Total expenses
- $42,326,614
- Net increase / (decrease)
- $118,649,445
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| U.A. Local 342 Joint Mgmt Coop Com | COMMON BOARD OF TRUSTEES | $1,133,516 | not reported in the loaded dataset |
| Jpmorgan Investment Management, Inc | NONE | $814,093 | not reported in the loaded dataset |
| The Union Labor Life Insurance Comp | NONE | $763,122 | $0 |
| Sands Capital Management, LLC | NONE | $284,998 | $0 |
| Dodge & Cox | NONE | $284,050 | $0 |
| Metropolitan West Asset Management | NONE | $239,497 | $0 |
| Voya Investment Trust Company | NONE | $224,536 | $0 |
| Eagle Asset Management | NONE | $198,460 | $0 |
| Verus Advisory, Inc. | NONE | $190,000 | not reported in the loaded dataset |
| Washington Capital Management, Inc. | NONE | $141,423 | not reported in the loaded dataset |
| Northwest Plan Services | NONE | $131,100 | not reported in the loaded dataset |
| Comerica Bank | NONE | $40,481 | $23,443 |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $58,084 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $36,915 | not reported in the loaded dataset |
| Suburban Press | NONE | $24,882 | not reported in the loaded dataset |
| Stephen Horn Insurance Services | NONE | $0 | $24,563 |
| Print2assist, Inc. | NONE | $21,910 | not reported in the loaded dataset |
| Fremont Bank | NONE | $17,616 | not reported in the loaded dataset |
| Lifestatus360, LLC | NONE | $12,777 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $10,871 | not reported in the loaded dataset |
| Miller Kaplan Arase, Llp | NONE | $6,250 | not reported in the loaded dataset |
| Bny Mellon | NONE | $5,006 | $0 |