Sacramento Area Electrical Workers Pension And Profit Sharing Plan — 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 Pension And Profit Sharing Plan is a benefit plan reported by Board Of Trustees, Sacramento Area Electrical Workers under EIN 94-2773478 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,435 participants and $296,231,795 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
- 94-2773478
- Plan number
- 001
- Plan type
- 1
- Location
- Alameda, CA
- Latest filing year
- 2023
- Participants
- 2,435
- End-of-year plan assets
- $296,231,795
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,435 | H, C | 20241015022511NAL0046520864001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $296,231,795
- Total liabilities (EOY)
- $300,349
- Net assets (EOY)
- $295,931,446
- Net assets (BOY)
- $252,347,276
Income & contributions
- Employer contributions
- $18,896,099
- Total contributions
- $18,896,099
- Total income / additions
- $58,881,686
Expenses & distributions
- Benefits paid
- $13,520,623
- Administrative expenses
- $1,776,893
- Total expenses
- $15,297,516
- Net increase / (decrease)
- $43,584,170
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | NONE | $298,244 | not reported in the loaded dataset | 2023 |
| Sierra Investment Partners, Inc | NONE | $220,785 | not reported in the loaded dataset | 2023 |
| Nwps | NONE | $151,116 | $0 | 2023 |
| Garcia Hamilton & Associates L.P. | NONE | $141,317 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $137,192 | not reported in the loaded dataset | 2023 |
| Asb Capital Management | NONE | $128,770 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $56,117 | not reported in the loaded dataset | 2023 |
| Neyhart Anderson Flynn & Grosboll | NONE | $53,204 | not reported in the loaded dataset | 2023 |
| Ibew Local 340 | SPONSOR | $31,835 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $29,321 | not reported in the loaded dataset | 2023 |
| Corporate Mailing Service | NONE | $10,551 | 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
- Morgan Stanley Smith Barney — Schedule C compensation
- Sierra Investment Partners, Inc — Schedule C compensation
- Nwps — Schedule C compensation
- Garcia Hamilton & Associates L.P. — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Neyhart Anderson Flynn & Grosboll — Schedule C compensation
- Ibew Local 340 — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Corporate Mailing Service — Schedule C compensation