U. A. Local Nos. 343 & 355 Defined Contribution Plan — Form 5500 plan (Board Of Trustees Of U.A. Local 343 Pension Trust Fund)
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 Nos. 343 & 355 Defined Contribution Plan is a benefit plan reported by Board Of Trustees Of U.A. Local 343 Pension Trust Fund under EIN 94-6092775 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,559 participants and $61,375,439 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of U.A. Local 343 Pension Trust Fund
- EIN
- 94-6092775
- Plan number
- 002
- Plan type
- 1
- Location
- Vacaville, CA
- Latest filing year
- 2023
- Participants
- 1,559
- End-of-year plan assets
- $61,375,439
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,559 | H, C | 20241031092443NAL0003527314001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,375,439
- Total liabilities (EOY)
- $386,791
- Net assets (EOY)
- $60,988,648
- Net assets (BOY)
- $52,821,618
Income & contributions
- Employer contributions
- $2,073,360
- Participant contributions
- $898,657
- Total contributions
- $2,972,017
- Total income / additions
- $12,090,146
Expenses & distributions
- Benefits paid
- $3,445,277
- Administrative expenses
- $477,839
- Total expenses
- $3,923,116
- Net increase / (decrease)
- $8,167,030
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwest Plan Services | NONE | $187,607 | not reported in the loaded dataset | 2023 |
| U.A. Local 343 Joint Services | PLAN SPONSOR | $139,212 | not reported in the loaded dataset | 2023 |
| Kraw Law Group | NONE | $37,763 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $35,524 | not reported in the loaded dataset | 2023 |
| Verus Advisory, LLC | NONE | $26,875 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $16,704 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of U.A. Local 343 Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Vacaville, CA
- Northwest Plan Services — Schedule C compensation
- U.A. Local 343 Joint Services — Schedule C compensation
- Kraw Law Group — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Verus Advisory, LLC — Schedule C compensation
- Matrix Trust Company — Schedule C compensation