2023 Form 5500 filing — U. A. Local Nos. 343 & 355 Defined Contribution 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 20241031092443NAL0003527314001) for U. A. Local Nos. 343 & 355 Defined Contribution Plan, reported by Board Of Trustees Of U.A. Local 343 Pension Trust Fund under EIN 94-6092775 and plan number 002. It reports 1,559 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241031092443NAL0003527314001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of U.A. Local 343 Pension Trust Fund
- EIN
- 94-6092775
- Plan number
- 002
- Location
- Vacaville, CA
- Participants
- 1,559
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,375,439
- Total liabilities (EOY)
- $386,791
- Net assets (EOY)
- $60,988,648
- Employer contributions
- $2,073,360
- Participant contributions
- $898,657
- Total income / additions
- $12,090,146
- Benefits paid
- $3,445,277
- Administrative expenses
- $477,839
- Total expenses
- $3,923,116
- Net increase / (decrease)
- $8,167,030
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwest Plan Services | NONE | $187,607 | not reported in the loaded dataset |
| U.A. Local 343 Joint Services | PLAN SPONSOR | $139,212 | not reported in the loaded dataset |
| Kraw Law Group | NONE | $37,763 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $35,524 | not reported in the loaded dataset |
| Verus Advisory, LLC | NONE | $26,875 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $16,704 | $0 |