Board Of Trustees, Ibew Local 595 Money Purchase — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Board Of Trustees, Ibew Local 595 Money Purchase (EIN 94-6125583) is a plan sponsor located in Pleasanton, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-6125583
Location
Pleasanton, CA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$523,730,144
Total reported liabilities (EOY)
$459,197
Total reported net assets (EOY)
$523,270,947

Contributions & income

Employer contributions
$14,527,385
Total income / additions
$78,688,972

Expenses & distributions

Benefits paid / distributions
$24,892,399
Total expenses
$26,630,298
Net increase / (decrease)
$52,058,674

Coverage

Total reported participants
3,337
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Board Of Trustees, Ibew Local 595 Money Purchase plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Ibew Local 595 Money Purchase Pension Plan0023,337$523,730,1442023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Board Of Trustees, Ibew Local 595 Money Purchase
YearPlanParticipantsSchedulesFiling
2023Ibew Local 595 Money Purchase Pension Plan3,337H, C20241015022507NAL0028651105001

Related Form 5500 pages