Plan5500

Shasta-Butte Electrical Workers Pension Plan — Form 5500 plan (Board Of Trustees, Shasta-Butte Electrical Workers)

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, Shasta-Butte Electrical Workers Pension Plan is a benefit plan reported by Board Of Trustees, Shasta-Butte Electrical Workers under EIN 94-2584061 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $6,982,437 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees, Shasta-Butte Electrical Workers
EIN
94-2584061
Plan number
001
Plan type
1
Location
Alameda, CA
Latest filing year
2023
Participants
147
End-of-year plan assets
$6,982,437

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023147H, C20241008195504NAL0010039123001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,982,437
Net assets (EOY)
$6,982,437
Net assets (BOY)
$6,819,513

Income & contributions

Total contributions
$276,904
Total income / additions
$1,074,103

Expenses & distributions

Benefits paid
$840,048
Administrative expenses
$71,131
Total expenses
$911,179
Net increase / (decrease)
$162,924

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
StifelNONE$13,447not reported in the loaded dataset2023
Miller Kaplan Arase LlpNONE$13,100not reported in the loaded dataset2023
NwpsNONE$12,000not reported in the loaded dataset2023
Zenith American SolutionsNONE$8,041not reported in the loaded dataset2023
Eberts & Harrison, Inc.NONE$0$02023

Related Form 5500 pages