2023 Form 5500 filing — No Calif Glaziers, Architectural Metal And Glassworkers 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 20250415110600NAL0006113730001) for No Calif Glaziers, Architectural Metal And Glassworkers Pension Plan, reported by Board Of Trustees, No. Calif. Glaziers Architectural Metal & Glas under EIN 94-6083001 and plan number 001. It reports 4,308 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415110600NAL0006113730001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, No. Calif. Glaziers Architectural Metal & Glas
- EIN
- 94-6083001
- Plan number
- 001
- Location
- Dublin, CA
- Participants
- 4,308
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $525,800,399
- Total liabilities (EOY)
- $707,117
- Net assets (EOY)
- $525,093,282
- Employer contributions
- $25,097,052
- Total income / additions
- $77,757,869
- Benefits paid
- $39,370,526
- Administrative expenses
- $3,102,565
- Total expenses
- $42,473,091
- Net increase / (decrease)
- $35,284,778
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sierra Investment Managers | NONE | $854,723 | not reported in the loaded dataset |
| Health Services And Benefit Admin | NONE | $396,466 | not reported in the loaded dataset |
| Withumsmith+Browm, P.C. | NONE | $371,496 | not reported in the loaded dataset |
| Saltzman & Johnson Law Corporation | NONE | $243,324 | not reported in the loaded dataset |
| Mcmorgan & Company LLC | NONE | $211,465 | not reported in the loaded dataset |
| Morgan Stanley/Graystone Consulting | NONE | $199,544 | not reported in the loaded dataset |
| Wealth Enhancement Advisory Service | NONE | $187,653 | not reported in the loaded dataset |
| Us Bank | NONE | $130,198 | $0 |
| The Segal Company (Western States) | NONE | $127,710 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $69,860 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $22,405 |
| Legal & General Invest Mgmt America | NONE | $0 | $17,870 |
| Fremont Bank | NONE | $6,790 | not reported in the loaded dataset |