Supplemental Income 401(K) Plan — Form 5500 plan (Board Of Trustees Of Supplemental Income Trust Fund)
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, Supplemental Income 401(K) Plan is a benefit plan reported by Board Of Trustees Of Supplemental Income Trust Fund under EIN 94-2554388 and plan number 002. The latest loaded filing year is 2023. The filing reports 36,861 participants and $1,656,472,999 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Supplemental Income Trust Fund
- EIN
- 94-2554388
- Plan number
- 002
- Plan type
- 1
- Location
- Vallejo, CA
- Latest filing year
- 2023
- Participants
- 36,861
- End-of-year plan assets
- $1,656,472,999
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 36,861 | H, C | 20241010151204NAL0021314401001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,656,472,999
- Total liabilities (EOY)
- $795,817
- Net assets (EOY)
- $1,655,677,182
- Net assets (BOY)
- $1,421,316,960
Income & contributions
- Employer contributions
- $35,570,469
- Participant contributions
- $86,998,386
- Total contributions
- $128,048,702
- Total income / additions
- $361,992,975
Expenses & distributions
- Benefits paid
- $128,249,114
- Administrative expenses
- $6,764,424
- Total expenses
- $135,013,538
- Net increase / (decrease)
- $226,979,437
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Pl Services | NONE | $2,409,703 | $0 | 2023 |
| Mon Roc Administrators, LLC | NONE | $2,196,307 | not reported in the loaded dataset | 2023 |
| Beeson, Tayer & Bodine | NONE | $482,325 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $358,283 | not reported in the loaded dataset | 2023 |
| Mercer Investments LLC | NONE | $97,149 | not reported in the loaded dataset | 2023 |
| Alan D. Biller & Associates, In | NONE | $69,016 | not reported in the loaded dataset | 2023 |
| Stephen Horn Insurance Services | NONE | $0 | $64,819 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Supplemental Income Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Vallejo, CA
- John Hancock Retirement Pl Services — Schedule C compensation
- Mon Roc Administrators, LLC — Schedule C compensation
- Beeson, Tayer & Bodine — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation
- Alan D. Biller & Associates, In — Schedule C compensation
- Stephen Horn Insurance Services — Schedule C compensation