U.A. Local No. 447 Defined Contribution Plan And Trust — Form 5500 plan (Board Of Trustees, U.A. Local No. 447 Defined)
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, U.A. Local No. 447 Defined Contribution Plan And Trust is a benefit plan reported by Board Of Trustees, U.A. Local No. 447 Defined under EIN 68-0401920 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,467 participants and $110,571,798 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, U.A. Local No. 447 Defined
- EIN
- 68-0401920
- Plan number
- 002
- Plan type
- 1
- Location
- Sacramento, CA
- Latest filing year
- 2023
- Participants
- 1,467
- End-of-year plan assets
- $110,571,798
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,467 | H, C | 20250404125606NAL0023726514001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $110,571,798
- Total liabilities (EOY)
- $46,059
- Net assets (EOY)
- $110,525,739
- Net assets (BOY)
- $95,165,181
Income & contributions
- Employer contributions
- $4,136,276
- Participant contributions
- $4,933,989
- Total contributions
- $9,070,265
- Total income / additions
- $20,951,625
Expenses & distributions
- Benefits paid
- $4,966,011
- Administrative expenses
- $625,056
- Total expenses
- $5,591,067
- Net increase / (decrease)
- $15,360,558
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower | NONE | $74,647 | $0 | 2023 |
| Bridgeway Benefit Technologies | NONE | $53,852 | not reported in the loaded dataset | 2023 |
| Islip & Co | NONE | $50,815 | not reported in the loaded dataset | 2023 |
| Employee #1 | EMPLOYEE OF AFFIL. TRUST | $41,980 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $32,912 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $30,386 | $0 | 2023 |
| Employee #4 | EMPLOYEE OF AFFIL. TRUST | $30,297 | not reported in the loaded dataset | 2023 |
| Employee #5 | EMPLOYEE OF AFFIL. TRUST | $29,851 | not reported in the loaded dataset | 2023 |
| Employee #3 | EMPLOYEE OF AFFIL. TRUST | $29,274 | not reported in the loaded dataset | 2023 |
| Kraw Law Group, Apc | NONE | $25,041 | not reported in the loaded dataset | 2023 |
| Caliber Networks | NONE | $24,870 | not reported in the loaded dataset | 2023 |
| Employee #2 | EMPLOYEE OF AFFIL. TRUST | $22,077 | not reported in the loaded dataset | 2023 |
| Verus Advisors | NONE | $22,000 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $17,631 | not reported in the loaded dataset | 2023 |
| Merrill Lynch Pierce Fenner & Smith | NONE | $0 | $14,971 | 2023 |
| Withumsmith + Brown, Pc | NONE | $10,718 | not reported in the loaded dataset | 2023 |
| Stephen Horn Insurance Services | NONE | $0 | $5,143 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, U.A. Local No. 447 Defined
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Sacramento, CA
- Empower — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Islip & Co — Schedule C compensation
- Employee #1 — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Us Bank — Schedule C compensation
- Employee #4 — Schedule C compensation
- Employee #5 — Schedule C compensation
- Employee #3 — Schedule C compensation
- Kraw Law Group, Apc — Schedule C compensation
- Caliber Networks — Schedule C compensation
- Employee #2 — Schedule C compensation
- Verus Advisors — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Withumsmith + Brown, Pc — Schedule C compensation
- Stephen Horn Insurance Services — Schedule C compensation