San Mateo County Electrical Construction Industry Retiremt Plan — Form 5500 plan (San Mateo County Electrical Construction Industry Retiremt Plan)
Plain-English plan 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, San Mateo County Electrical Construction Industry Retiremt Plan is a benefit plan reported by San Mateo County Electrical Construction Industry Retiremt Plan under EIN 51-6052127 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,837 participants and $600,208,114 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Mateo County Electrical Construction Industry Retiremt Plan
- EIN
- 51-6052127
- Plan number
- 001
- Plan type
- 1
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 1,837
- End-of-year plan assets
- $600,208,114
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,837 | H, C | 20241011152613NAL0023108305001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $600,208,114
- Total liabilities (EOY)
- $2,690,736
- Net assets (EOY)
- $597,517,378
- Net assets (BOY)
- $512,734,024
Income & contributions
- Employer contributions
- $34,708,044
- Total contributions
- $34,708,044
- Total income / additions
- $110,040,482
Expenses & distributions
- Benefits paid
- $23,408,599
- Administrative expenses
- $1,848,529
- Total expenses
- $25,257,128
- Net increase / (decrease)
- $84,783,354
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | NONE | $968,625 | $0 | 2023 |
| United Administrative Services | NONE | $231,065 | not reported in the loaded dataset | 2023 |
| Northwest Investment Consulting | NONE | $145,242 | $0 | 2023 |
| Mg Trust Company Dba Matrix Trust | NONE | $87,565 | $0 | 2023 |
| Sierra Investment Partners, Inc. | NONE | $86,608 | not reported in the loaded dataset | 2023 |
| Ineich & Company, Llp | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $28,510 | not reported in the loaded dataset | 2023 |
| Patriot Growth Insurance Services, | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Smart Source Critical Communication | NONE | $7,587 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for San Mateo County Electrical Construction Industry Retiremt Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Morgan Stanley — Schedule C compensation
- United Administrative Services — Schedule C compensation
- Northwest Investment Consulting — Schedule C compensation
- Mg Trust Company Dba Matrix Trust — Schedule C compensation
- Sierra Investment Partners, Inc. — Schedule C compensation
- Ineich & Company, Llp — Schedule C compensation
- Neyhart, Anderson, Flynn & Grosboll — Schedule C compensation
- Patriot Growth Insurance Services, — Schedule C compensation
- Smart Source Critical Communication — Schedule C compensation