U. A. Local No. 393 Defined Contribution Plan — Form 5500 plan (Board Of Trustees Of The U.A. Local No. 393 Defined Contribution Plan)
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, U. A. Local No. 393 Defined Contribution Plan is a benefit plan reported by Board Of Trustees Of The U.A. Local No. 393 Defined Contribution Plan under EIN 94-6075617 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,184 participants and $696,148,570 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The U.A. Local No. 393 Defined Contribution Plan
- EIN
- 94-6075617
- Plan number
- 003
- Plan type
- 1
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 3,184
- End-of-year plan assets
- $696,148,570
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,184 | H, C | 20241009090730NAL0032272768001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $696,148,570
- Total liabilities (EOY)
- $254,562
- Net assets (EOY)
- $695,894,008
- Net assets (BOY)
- $597,105,057
Income & contributions
- Employer contributions
- $28,648,423
- Participant contributions
- $12,037,255
- Total contributions
- $40,721,192
- Total income / additions
- $133,205,169
Expenses & distributions
- Benefits paid
- $31,597,958
- Administrative expenses
- $2,818,260
- Total expenses
- $34,416,218
- Net increase / (decrease)
- $98,788,951
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nwq Investments | NONE | $852,855 | not reported in the loaded dataset | 2023 |
| Polen Capital Management LLC | NONE | $535,828 | not reported in the loaded dataset | 2023 |
| Columbia Management | NONE | $358,831 | not reported in the loaded dataset | 2023 |
| Raymond James & Associates Inc | NONE | $272,999 | not reported in the loaded dataset | 2023 |
| Benesys Administrators | NONE | $216,649 | not reported in the loaded dataset | 2023 |
| Northwest Plan Services | NONE | $158,502 | not reported in the loaded dataset | 2023 |
| Broadridge Matrix Trust Co | NONE | $95,560 | $0 | 2023 |
| Kraw Law Group | NONE | $94,441 | not reported in the loaded dataset | 2023 |
| Suzanne Needham | EMPLOYEE | $51,046 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $48,880 | not reported in the loaded dataset | 2023 |
| Smart Source LLC | NONE | $21,637 | not reported in the loaded dataset | 2023 |
| Segal Consulting | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Crystal Clear | NONE | $17,588 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $8,953 | not reported in the loaded dataset | 2023 |
| Saltzman & Johnson Law Group | NONE | $8,070 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The U.A. Local No. 393 Defined Contribution Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Nwq Investments — Schedule C compensation
- Polen Capital Management LLC — Schedule C compensation
- Columbia Management — Schedule C compensation
- Raymond James & Associates Inc — Schedule C compensation
- Benesys Administrators — Schedule C compensation
- Northwest Plan Services — Schedule C compensation
- Broadridge Matrix Trust Co — Schedule C compensation
- Kraw Law Group — Schedule C compensation
- Suzanne Needham — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Smart Source LLC — Schedule C compensation
- Segal Consulting — Schedule C compensation
- Crystal Clear — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Saltzman & Johnson Law Group — Schedule C compensation