Cmta - Boilermaker - Blacksmith Employee Benefits Trust Fund — Form 5500 plan (Board Of Trustees, Cmta - Boilermaker - Blacksmith)

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, Cmta - Boilermaker - Blacksmith Employee Benefits Trust Fund is a benefit plan reported by Board Of Trustees, Cmta - Boilermaker - Blacksmith under EIN 94-6401538 and plan number 501. The latest loaded filing year is 2023. The filing reports 102 participants and $1,259,188 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees, Cmta - Boilermaker - Blacksmith
EIN
94-6401538
Plan number
501
Plan type
1
Location
San Jose, CA
Latest filing year
2023
Participants
102
End-of-year plan assets
$1,259,188

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023102H, C20250612185504NAL0015063523001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,259,188
Total liabilities (EOY)
$500,358
Net assets (EOY)
$758,830
Net assets (BOY)
$668,499

Income & contributions

Employer contributions
$1,859,710
Participant contributions
$32,687
Total contributions
$1,892,397
Total income / additions
$1,946,874

Expenses & distributions

Benefits paid
$1,771,571
Administrative expenses
$84,972
Total expenses
$1,856,543
Net increase / (decrease)
$90,331

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
United Administrative ServicesNONE$36,600not reported in the loaded dataset2023
Miller Kaplan Arase LlpNONE$25,441not reported in the loaded dataset2023

Related Form 5500 pages