Office And Professional Employee Pension Trust Fund — Form 5500 plan (Board Of Trustees Of The Office And Professional Employees Pension Tr)
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, Office And Professional Employee Pension Trust Fund is a benefit plan reported by Board Of Trustees Of The Office And Professional Employees Pension Tr under EIN 94-6110868 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,663 participants and $204,448,883 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Office And Professional Employees Pension Tr
- EIN
- 94-6110868
- Plan number
- 001
- Plan type
- 1
- Location
- Dublin, CA
- Latest filing year
- 2023
- Participants
- 1,663
- End-of-year plan assets
- $204,448,883
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,663 | H, C | 20250815173532NAL0005966339002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $204,448,883
- Total liabilities (EOY)
- $911,010
- Net assets (EOY)
- $203,537,873
- Net assets (BOY)
- $175,489,391
Income & contributions
- Employer contributions
- $4,546,055
- Total contributions
- $4,546,055
- Total income / additions
- $41,300,623
Expenses & distributions
- Benefits paid
- $12,484,625
- Administrative expenses
- $767,516
- Total expenses
- $13,252,141
- Net increase / (decrease)
- $28,048,482
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Health Services & Benefit Administr | NONE | $180,000 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $117,416 | not reported in the loaded dataset | 2023 |
| Alan Biller And Associates | NONE | $90,000 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $61,871 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $58,386 | $184 | 2023 |
| Mcmorgan & Company | NONE | $40,081 | not reported in the loaded dataset | 2023 |
| Carroll & Scully | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Panagora Asset Management | NONE | $29,332 | $0 | 2023 |
| Stephen Horn Insurance | NONE | $0 | $9,209 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Office And Professional Employees Pension Tr
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Dublin, CA
- Health Services & Benefit Administr — Schedule C compensation
- The Segal Company — Schedule C compensation
- Alan Biller And Associates — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Mcmorgan & Company — Schedule C compensation
- Carroll & Scully — Schedule C compensation
- Panagora Asset Management — Schedule C compensation
- Stephen Horn Insurance — Schedule C compensation