2023 Form 5500 filing — Redwood Empire Electrical Workers Individually Allocated Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240919112925NAL0005875649001) for Redwood Empire Electrical Workers Individually Allocated Pension Plan, reported by Board Of Trustees, Redwood Empire Electrical Workers Individually All under EIN 94-6186900 and plan number 001. It reports 1,020 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919112925NAL0005875649001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Redwood Empire Electrical Workers Individually All
- EIN
- 94-6186900
- Plan number
- 001
- Location
- Santa Rosa, CA
- Participants
- 1,020
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $251,648,965
- Total liabilities (EOY)
- $136,749
- Net assets (EOY)
- $251,512,216
- Employer contributions
- $9,600,882
- Total income / additions
- $46,918,695
- Benefits paid
- $10,311,492
- Administrative expenses
- $307,361
- Total expenses
- $10,618,853
- Net increase / (decrease)
- $36,299,842
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Redwood Empire Electrical Workers | NONE | $266,326 | not reported in the loaded dataset |
| John Hancock Retirement Plan Srvs | NONE | $77,453 | $0 |
| Segal Advisors | RETAINED BY EMPLOYER | $48,625 | not reported in the loaded dataset |
| Compliance Audit Services | NONE | $22,587 | not reported in the loaded dataset |
| Rael & Letson | NONE | $19,500 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $19,400 | not reported in the loaded dataset |
| Neyhart Anderson | NONE | $14,705 | not reported in the loaded dataset |