Glaziers Individual Account Retirement Plan — Form 5500 plan (Board Of Trustees Glaziers Individual Account Retirement Plan)
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, Glaziers Individual Account Retirement Plan is a benefit plan reported by Board Of Trustees Glaziers Individual Account Retirement Plan under EIN 94-6559783 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,319 participants and $224,226,311 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Glaziers Individual Account Retirement Plan
- EIN
- 94-6559783
- Plan number
- 001
- Plan type
- 1
- Location
- Dublin, CA
- Latest filing year
- 2023
- Participants
- 4,319
- End-of-year plan assets
- $224,226,311
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,319 | H, C | 20250415081443NAL0001386963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $224,226,311
- Total liabilities (EOY)
- $102,567
- Net assets (EOY)
- $224,123,744
- Net assets (BOY)
- $202,111,513
Income & contributions
- Employer contributions
- $17,280,993
- Total contributions
- $17,280,993
- Total income / additions
- $37,625,467
Expenses & distributions
- Benefits paid
- $15,152,956
- Administrative expenses
- $460,280
- Total expenses
- $15,613,236
- Net increase / (decrease)
- $22,012,231
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan | NONE | $128,351 | not reported in the loaded dataset | 2023 |
| Health Services & Benefit Admin | NONE | $118,404 | not reported in the loaded dataset | 2023 |
| Morgan Stanley/Graystone Consulting | NONE | $102,717 | not reported in the loaded dataset | 2023 |
| Saltzman & Johnson Law Corp | NONE | $43,033 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown,Pc | NONE | $17,310 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $8,201 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Glaziers Individual Account Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Dublin, CA
- John Hancock Retirement Plan — Schedule C compensation
- Health Services & Benefit Admin — Schedule C compensation
- Morgan Stanley/Graystone Consulting — Schedule C compensation
- Saltzman & Johnson Law Corp — Schedule C compensation
- Withumsmith+Brown,Pc — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation