Sacramento Area Electrical Workers Health And Welfare Trust Fund — Form 5500 plan (Board Of Trustees, Sacramento Area 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, Sacramento Area Electrical Workers Health And Welfare Trust Fund is a benefit plan reported by Board Of Trustees, Sacramento Area Electrical Workers under EIN 94-2773477 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,224 participants and $61,449,362 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Sacramento Area Electrical Workers
- EIN
- 94-2773477
- Plan number
- 501
- Plan type
- 1
- Location
- Alameda, CA
- Latest filing year
- 2023
- Participants
- 1,224
- End-of-year plan assets
- $61,449,362
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,224 | H, C | 20241008182504NAL0008652739001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,449,362
- Total liabilities (EOY)
- $12,594,507
- Net assets (EOY)
- $48,854,855
- Net assets (BOY)
- $43,728,103
Income & contributions
- Employer contributions
- $27,103,377
- Participant contributions
- $40,389
- Total contributions
- $27,143,766
- Total income / additions
- $31,762,573
Expenses & distributions
- Benefits paid
- $25,840,548
- Administrative expenses
- $795,273
- Total expenses
- $26,635,821
- Net increase / (decrease)
- $5,126,752
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $208,756 | not reported in the loaded dataset | 2023 |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $93,454 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $49,514 | not reported in the loaded dataset | 2023 |
| Nwps | NONE | $46,800 | not reported in the loaded dataset | 2023 |
| Garcia Hamilton & Associates, Lp | NONE | $43,950 | not reported in the loaded dataset | 2023 |
| Ibew Local 340 | SPONSOR | $34,801 | not reported in the loaded dataset | 2023 |
| Corporate Mailing Service | NONE | $28,773 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $24,671 | not reported in the loaded dataset | 2023 |
| United Administrative Services | NONE | $15,379 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $11,085 | not reported in the loaded dataset | 2023 |
| Christopher Griffith | TRUSTEE | $6,962 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Sacramento Area Electrical Workers
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Alameda, CA
- Zenith American Solutions — Schedule C compensation
- Neyhart, Anderson, Flynn & Grosboll — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Nwps — Schedule C compensation
- Garcia Hamilton & Associates, Lp — Schedule C compensation
- Ibew Local 340 — Schedule C compensation
- Corporate Mailing Service — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- United Administrative Services — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Christopher Griffith — Schedule C compensation