2023 Form 5500 filing — Sacramento Area Electrical Workers Health And Welfare 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 20241008182504NAL0008652739001) for Sacramento Area Electrical Workers Health And Welfare Trust Fund, reported by Board Of Trustees, Sacramento Area Electrical Workers under EIN 94-2773477 and plan number 501. It reports 1,224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008182504NAL0008652739001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Sacramento Area Electrical Workers
- EIN
- 94-2773477
- Plan number
- 501
- Location
- Alameda, CA
- Participants
- 1,224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,449,362
- Total liabilities (EOY)
- $12,594,507
- Net assets (EOY)
- $48,854,855
- Employer contributions
- $27,103,377
- Participant contributions
- $40,389
- Total income / additions
- $31,762,573
- Benefits paid
- $25,840,548
- Administrative expenses
- $795,273
- Total expenses
- $26,635,821
- Net increase / (decrease)
- $5,126,752
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $208,756 | not reported in the loaded dataset |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $93,454 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $49,514 | not reported in the loaded dataset |
| Nwps | NONE | $46,800 | not reported in the loaded dataset |
| Garcia Hamilton & Associates, Lp | NONE | $43,950 | not reported in the loaded dataset |
| Ibew Local 340 | SPONSOR | $34,801 | not reported in the loaded dataset |
| Corporate Mailing Service | NONE | $28,773 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $24,671 | not reported in the loaded dataset |
| United Administrative Services | NONE | $15,379 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $11,085 | not reported in the loaded dataset |
| Christopher Griffith | TRUSTEE | $6,962 | not reported in the loaded dataset |