2023 Form 5500 filing — Kern County Electrical Workers Pension 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 20241010132505NAL0010023107001) for Kern County Electrical Workers Pension Fund, reported by Board Of Trustees, Kern County Electrical Workers under EIN 95-6123049 and plan number 001. It reports 1,465 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010132505NAL0010023107001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Kern County Electrical Workers
- EIN
- 95-6123049
- Plan number
- 001
- Location
- Bakersfield, CA
- Participants
- 1,465
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $180,680,486
- Total liabilities (EOY)
- $1,418,143
- Net assets (EOY)
- $179,262,343
- Employer contributions
- $12,613,010
- Total income / additions
- $29,254,999
- Benefits paid
- $11,023,395
- Administrative expenses
- $813,760
- Total expenses
- $11,837,155
- Net increase / (decrease)
- $17,417,844
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marco Consulting Group | NONE | $265,387 | not reported in the loaded dataset |
| The Segal Company | NONE | $92,955 | not reported in the loaded dataset |
| Ullico Investment Advisors, Inc. | NONE | $65,741 | not reported in the loaded dataset |
| Employee 1 | NONE | $53,872 | not reported in the loaded dataset |
| New Tower Trust Company | NONE | $43,807 | not reported in the loaded dataset |
| Employee 2 | NONE | $41,367 | not reported in the loaded dataset |
| Tiffany Lena | NONE | $40,594 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $29,438 | not reported in the loaded dataset |
| Comerica Bank | NONE | $14,390 | not reported in the loaded dataset |
| Michael Surowitz | NONE | $8,319 | not reported in the loaded dataset |