2023 Form 5500 filing — Shasta-Butte Electrical Workers 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 20241008195504NAL0010039123001) for Shasta-Butte Electrical Workers Pension Plan, reported by Board Of Trustees, Shasta-Butte Electrical Workers under EIN 94-2584061 and plan number 001. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008195504NAL0010039123001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Shasta-Butte Electrical Workers
- EIN
- 94-2584061
- Plan number
- 001
- Location
- Alameda, CA
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,982,437
- Net assets (EOY)
- $6,982,437
- Total income / additions
- $1,074,103
- Benefits paid
- $840,048
- Administrative expenses
- $71,131
- Total expenses
- $911,179
- Net increase / (decrease)
- $162,924
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stifel | NONE | $13,447 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $13,100 | not reported in the loaded dataset |
| Nwps | NONE | $12,000 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $8,041 | not reported in the loaded dataset |
| Eberts & Harrison, Inc. | NONE | $0 | $0 |