Contra Costa County Electrical Workers Retirement Plan & Trust — Form 5500 plan (Contra Costa County Electrical Workers Retirement Plan & Trust)
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, Contra Costa County Electrical Workers Retirement Plan & Trust is a benefit plan reported by Contra Costa County Electrical Workers Retirement Plan & Trust under EIN 94-6114525 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,427 participants and $437,343,017 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Contra Costa County Electrical Workers Retirement Plan & Trust
- EIN
- 94-6114525
- Plan number
- 001
- Plan type
- 1
- Location
- Martinez, CA
- Latest filing year
- 2023
- Participants
- 1,427
- End-of-year plan assets
- $437,343,017
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,427 | H, C | 20241015173556NAL0030511713005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $437,343,017
- Total liabilities (EOY)
- $45,752
- Net assets (EOY)
- $437,297,265
- Net assets (BOY)
- $382,071,424
Income & contributions
- Employer contributions
- $19,350,925
- Total contributions
- $19,350,925
- Total income / additions
- $77,744,829
Expenses & distributions
- Benefits paid
- $21,778,874
- Administrative expenses
- $705,974
- Total expenses
- $22,518,988
- Net increase / (decrease)
- $55,225,841
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | TPA | $156,987 | $0 | 2023 |
| Ccc Electrical Ind Labor Mgmt Co Tr | BENEFIT ADMINISTRATOR | $124,993 | not reported in the loaded dataset | 2023 |
| Rv Kuhns And Associates | INVESTMENT ADVISOR | $84,136 | not reported in the loaded dataset | 2023 |
| Stephen Horn Insurance | INSURANCE | $83,758 | not reported in the loaded dataset | 2023 |
| Solyxsys | ADMINSTRATOR | $34,301 | $0 | 2023 |
| Lantan And Associates | AUDITORS | $33,000 | not reported in the loaded dataset | 2023 |
| Neyhart, Anderson Et Al | ATTORNEY | $14,728 | not reported in the loaded dataset | 2023 |
| Aabco Printing | PRINTING | $8,608 | $0 | 2023 |
| Ssga - Various Funds | INVESTMENT MANAGER | $7,562 | $0 | 2023 |
| Morello Accounting Group | OUTSIDE ACCOUNTANT | $5,438 | not reported in the loaded dataset | 2023 |
| Pimco - Prrix | FUND MANAGEMENT | $0 | $0 | 2023 |
| Ssga - Various Funds | INVESTMENT MANAGER | $0 | $0 | 2023 |
| Ibew Stable Value | FUND MANAGEMENT | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Contra Costa County Electrical Workers Retirement Plan & Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Martinez, CA
- Fidelity Investments Institutional — Schedule C compensation
- Ccc Electrical Ind Labor Mgmt Co Tr — Schedule C compensation
- Rv Kuhns And Associates — Schedule C compensation
- Stephen Horn Insurance — Schedule C compensation
- Solyxsys — Schedule C compensation
- Lantan And Associates — Schedule C compensation
- Neyhart, Anderson Et Al — Schedule C compensation
- Aabco Printing — Schedule C compensation
- Ssga - Various Funds — Schedule C compensation
- Morello Accounting Group — Schedule C compensation
- Pimco - Prrix — Schedule C compensation
- Ibew Stable Value — Schedule C compensation