2023 Form 5500 filing — Stationary Engineers Local 39 Annuity Trust Fund
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 20240930150716NAL0005856849001) for Stationary Engineers Local 39 Annuity Trust Fund, reported by Bd. Of Trust. Of Stationary Engineers Loc. 39 Annuity under EIN 94-2787714 and plan number 001. It reports 6,842 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930150716NAL0005856849001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd. Of Trust. Of Stationary Engineers Loc. 39 Annuity
- EIN
- 94-2787714
- Plan number
- 001
- Location
- Dublin, CA
- Participants
- 6,842
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $281,550,995
- Total liabilities (EOY)
- $19,276
- Net assets (EOY)
- $281,531,719
- Employer contributions
- $12,590,446
- Total income / additions
- $49,322,752
- Benefits paid
- $16,189,944
- Administrative expenses
- $436,118
- Total expenses
- $16,626,062
- Net increase / (decrease)
- $32,696,690
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys | NONE | $196,105 | not reported in the loaded dataset |
| Graystone Consulting/Morgan Stanley | NONE | $100,000 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $52,898 | not reported in the loaded dataset |
| Weinberg, Roger & Rosenfeld | NONE | $43,004 | not reported in the loaded dataset |
| Team St. Inc. | NONE | $15,293 | not reported in the loaded dataset |