Redwood Empire Electrical Workers Individually Allocated Pension Plan — Form 5500 plan (Board Of Trustees, Redwood Empire Electrical Workers Individually All)
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, Redwood Empire Electrical Workers Individually Allocated Pension Plan is a benefit plan reported by Board Of Trustees, Redwood Empire Electrical Workers Individually All under EIN 94-6186900 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,020 participants and $251,648,965 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Redwood Empire Electrical Workers Individually All
- EIN
- 94-6186900
- Plan number
- 001
- Plan type
- 1
- Location
- Santa Rosa, CA
- Latest filing year
- 2023
- Participants
- 1,020
- End-of-year plan assets
- $251,648,965
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,020 | H, C | 20240919112925NAL0005875649001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $251,648,965
- Total liabilities (EOY)
- $136,749
- Net assets (EOY)
- $251,512,216
- Net assets (BOY)
- $215,212,374
Income & contributions
- Employer contributions
- $9,600,882
- Total contributions
- $9,639,225
- Total income / additions
- $46,918,695
Expenses & distributions
- Benefits paid
- $10,311,492
- Administrative expenses
- $307,361
- Total expenses
- $10,618,853
- Net increase / (decrease)
- $36,299,842
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Redwood Empire Electrical Workers | NONE | $266,326 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Srvs | NONE | $77,453 | $0 | 2023 |
| Segal Advisors | RETAINED BY EMPLOYER | $48,625 | not reported in the loaded dataset | 2023 |
| Compliance Audit Services | NONE | $22,587 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $19,500 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $19,400 | not reported in the loaded dataset | 2023 |
| Neyhart Anderson | NONE | $14,705 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Redwood Empire Electrical Workers Individually All
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Rosa, CA
- Redwood Empire Electrical Workers — Schedule C compensation
- John Hancock Retirement Plan Srvs — Schedule C compensation
- Segal Advisors — Schedule C compensation
- Compliance Audit Services — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Neyhart Anderson — Schedule C compensation