U.A. Local No. 393 Defined Benefit Pension Plan — Form 5500 plan (Board Of Trustees Of The U.A. Local No. 393 Defined Benefit Pension Pl)
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, U.A. Local No. 393 Defined Benefit Pension Plan is a benefit plan reported by Board Of Trustees Of The U.A. Local No. 393 Defined Benefit Pension Pl under EIN 94-6359772 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,705 participants and $899,147,735 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The U.A. Local No. 393 Defined Benefit Pension Pl
- EIN
- 94-6359772
- Plan number
- 002
- Plan type
- 1
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 3,705
- End-of-year plan assets
- $899,147,735
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,705 | H, C | 20241009095436NAL0018125489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $899,147,735
- Total liabilities (EOY)
- $439,995
- Net assets (EOY)
- $898,707,740
- Net assets (BOY)
- $740,869,412
Income & contributions
- Employer contributions
- $57,937,297
- Total contributions
- $57,937,297
- Total income / additions
- $193,605,845
Expenses & distributions
- Benefits paid
- $31,597,862
- Administrative expenses
- $4,169,655
- Total expenses
- $35,767,517
- Net increase / (decrease)
- $157,838,328
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Polen Capital Management LLC | NONE | $1,132,297 | not reported in the loaded dataset | 2023 |
| Nwq Investments | NONE | $774,993 | not reported in the loaded dataset | 2023 |
| Columbia Management | NONE | $759,274 | not reported in the loaded dataset | 2023 |
| Benesys Administrators | NONE | $349,189 | not reported in the loaded dataset | 2023 |
| Raymond James Financial, Inc | NONE | $304,766 | not reported in the loaded dataset | 2023 |
| Suzanne Needham | EMPLOYEE | $148,519 | not reported in the loaded dataset | 2023 |
| Northwest Plan Services | NONE | $123,000 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $112,934 | $0 | 2023 |
| Withumsmith+Brown Pc | NONE | $78,945 | not reported in the loaded dataset | 2023 |
| Kraw Law Group | NONE | $75,336 | not reported in the loaded dataset | 2023 |
| Smart Source LLC | NONE | $44,525 | not reported in the loaded dataset | 2023 |
| Saltzman & Johnson Law Group | NONE | $25,538 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $24,209 | not reported in the loaded dataset | 2023 |
| New York Life | NONE | $16,375 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Agency LLC | NONE | $0 | $5,283 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The U.A. Local No. 393 Defined Benefit Pension Pl
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Polen Capital Management LLC — Schedule C compensation
- Nwq Investments — Schedule C compensation
- Columbia Management — Schedule C compensation
- Benesys Administrators — Schedule C compensation
- Raymond James Financial, Inc — Schedule C compensation
- Suzanne Needham — Schedule C compensation
- Northwest Plan Services — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Withumsmith+Brown Pc — Schedule C compensation
- Kraw Law Group — Schedule C compensation
- Smart Source LLC — Schedule C compensation
- Saltzman & Johnson Law Group — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- New York Life — Schedule C compensation
- Marsh & Mclennan Agency LLC — Schedule C compensation