San Francisco Electrical Workers Retirement Savings Plan — Form 5500 plan (Board Of Trustees, San Francisco 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, San Francisco Electrical Workers Retirement Savings Plan is a benefit plan reported by Board Of Trustees, San Francisco Electrical Workers under EIN 94-6062674 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,276 participants and $594,812,428 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, San Francisco Electrical Workers
- EIN
- 94-6062674
- Plan number
- 002
- Plan type
- 1
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 4,276
- End-of-year plan assets
- $594,812,428
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,276 | H, C | 20241009215507NAL0009570243001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $594,812,428
- Total liabilities (EOY)
- $87,556,996
- Net assets (EOY)
- $507,255,432
- Net assets (BOY)
- $421,618,017
Income & contributions
- Employer contributions
- $16,826,454
- Participant contributions
- $13,308,780
- Total contributions
- $30,299,915
- Total income / additions
- $117,732,144
Expenses & distributions
- Benefits paid
- $26,885,885
- Administrative expenses
- $1,207,874
- Total expenses
- $28,093,759
- Net increase / (decrease)
- $89,638,385
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments | NONE | $548,338 | $0 | 2023 |
| E.I.S.B., Inc. | NONE | $219,886 | not reported in the loaded dataset | 2023 |
| Alan Biller & Associates | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| David Crutcher | NONE | $26,128 | not reported in the loaded dataset | 2023 |
| Stephen Horn Insurance Services | NONE | $0 | $24,423 | 2023 |
| Miller Kaplan Arase Llp | NONE | $23,000 | not reported in the loaded dataset | 2023 |
| Topaz Printing | NONE | $11,296 | not reported in the loaded dataset | 2023 |
| Leonard Carder, Llp | NONE | $6,018 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, San Francisco Electrical Workers
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Fidelity Investments — Schedule C compensation
- E.I.S.B., Inc. — Schedule C compensation
- Alan Biller & Associates — Schedule C compensation
- David Crutcher — Schedule C compensation
- Stephen Horn Insurance Services — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Topaz Printing — Schedule C compensation
- Leonard Carder, Llp — Schedule C compensation