2023 Form 5500 filing — U.A. Local 467 Defined Benefit 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 20241015235504NAL0015550659001) for U.A. Local 467 Defined Benefit Plan, reported by Board Of Trustees, U.A. Local 467 Pension Trust under EIN 94-2353807 and plan number 005. It reports 1,810 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015235504NAL0015550659001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, U.A. Local 467 Pension Trust
- EIN
- 94-2353807
- Plan number
- 005
- Location
- San Jose, CA
- Participants
- 1,810
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $757,425,372
- Total liabilities (EOY)
- $279,684
- Net assets (EOY)
- $757,145,688
- Employer contributions
- $27,114,124
- Total income / additions
- $179,320,021
- Benefits paid
- $30,863,783
- Administrative expenses
- $2,024,538
- Total expenses
- $32,888,321
- Net increase / (decrease)
- $146,431,700
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| New Century Partners | NONE | $1,212,595 | not reported in the loaded dataset |
| United Administrative Services | NONE | $138,975 | not reported in the loaded dataset |
| Whitestar Advisors, LLC | NONE | $104,122 | not reported in the loaded dataset |
| Nwps | NONE | $102,000 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $64,333 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $46,000 | not reported in the loaded dataset |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $30,381 | not reported in the loaded dataset |
| Union Data Systems Inc | NONE | $28,622 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $21,903 | not reported in the loaded dataset |
| Ua Lo 467 | PARTY-IN-INTEREST | $18,032 | not reported in the loaded dataset |
| Smart Source Critical Communication | NONE | $13,793 | not reported in the loaded dataset |