Northern California Tile Industry Defined Benefit Pension Plan — Form 5500 plan (Board Of Trustees, Northern California Tile Industry)
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, Northern California Tile Industry Defined Benefit Pension Plan is a benefit plan reported by Board Of Trustees, Northern California Tile Industry under EIN 94-6129121 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,592 participants and $244,239,525 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Northern California Tile Industry
- EIN
- 94-6129121
- Plan number
- 001
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 2,592
- End-of-year plan assets
- $244,239,525
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,592 | H, C | 20241009152505NAL0037521314001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $244,239,525
- Total liabilities (EOY)
- $67,315
- Net assets (EOY)
- $244,172,210
- Net assets (BOY)
- $230,426,554
Income & contributions
- Employer contributions
- $3,340,471
- Total contributions
- $3,340,471
- Total income / additions
- $23,632,144
Expenses & distributions
- Benefits paid
- $7,884,431
- Administrative expenses
- $2,002,057
- Total expenses
- $9,886,488
- Net increase / (decrease)
- $13,745,656
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys Administrators Inc. | NONE | $178,775 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $164,082 | $13,602 | 2023 |
| Intercontinental Real Estate Corp | NONE | $165,526 | not reported in the loaded dataset | 2023 |
| Polen Capital | NONE | $136,275 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $107,074 | $0 | 2023 |
| Rael & Letson | NONE | $93,923 | not reported in the loaded dataset | 2023 |
| Kraw Law Group | NONE | $52,806 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc | NONE | $51,370 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $36,750 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE | $28,342 | not reported in the loaded dataset | 2023 |
| Union Bank | NONE | $28,342 | not reported in the loaded dataset | 2023 |
| C.S. Mckee | NONE | $25,029 | not reported in the loaded dataset | 2023 |
| Segall, Bryant & Hamill | NONE | $19,402 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $9,171 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Northern California Tile Industry
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Benesys Administrators Inc. — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Polen Capital — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Kraw Law Group — Schedule C compensation
- Washington Capital Management, Inc — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Union Bank — Schedule C compensation
- C.S. Mckee — Schedule C compensation
- Segall, Bryant & Hamill — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation