Plasterers Union Local No. 66 Supplemental Retirement Plan — Form 5500 plan (Board Of Trustees Plasterers Union Local No. 66 Supp. Retirement Benef)
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, Plasterers Union Local No. 66 Supplemental Retirement Plan is a benefit plan reported by Board Of Trustees Plasterers Union Local No. 66 Supp. Retirement Benef under EIN 94-6273369 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,161 participants and $70,422,203 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Plasterers Union Local No. 66 Supp. Retirement Benef
- EIN
- 94-6273369
- Plan number
- 003
- Plan type
- 1
- Location
- Dublin, CA
- Latest filing year
- 2023
- Participants
- 2,161
- End-of-year plan assets
- $70,422,203
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,161 | H, C | 20241015141841NAL0058080082001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,422,203
- Total liabilities (EOY)
- $44,356
- Net assets (EOY)
- $70,377,847
- Net assets (BOY)
- $64,917,728
Income & contributions
- Employer contributions
- $3,127,277
- Total contributions
- $3,127,277
- Total income / additions
- $9,059,427
Expenses & distributions
- Benefits paid
- $3,234,916
- Administrative expenses
- $364,392
- Total expenses
- $3,599,308
- Net increase / (decrease)
- $5,460,119
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Health Services & Benefit Admin | NONE | $93,494 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $51,563 | not reported in the loaded dataset | 2023 |
| Kraw Law Group | NONE | $19,357 | not reported in the loaded dataset | 2023 |
| Neyhart Anderson Flynn & Grosboll | NONE | $12,455 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Plasterers Union Local No. 66 Supp. Retirement Benef
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Dublin, CA
- Health Services & Benefit Admin — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Kraw Law Group — Schedule C compensation
- Neyhart Anderson Flynn & Grosboll — Schedule C compensation