2023 Form 5500 filing — Northern California Pipe Trades Supplemental 401(K) Retirement 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 20241014101900NAL0027009073001) for Northern California Pipe Trades Supplemental 401(K) Retirement Plan, reported by Board Of Trustees Northern Cali. Pipe Trades Pension Trust under EIN 94-3190386 and plan number 002. It reports 4,230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014101900NAL0027009073001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Northern Cali. Pipe Trades Pension Trust
- EIN
- 94-3190386
- Plan number
- 002
- Location
- Concord, CA
- Participants
- 4,230
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $591,713,479
- Total liabilities (EOY)
- $87,160,074
- Net assets (EOY)
- $504,553,405
- Employer contributions
- $31,175,182
- Participant contributions
- $13,822,829
- Total income / additions
- $105,458,389
- Benefits paid
- $21,899,138
- Administrative expenses
- $966,498
- Total expenses
- $22,865,636
- Net increase / (decrease)
- $82,592,753
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| U.A. Local 342 Joint Mgmt Coop Com | COMMON BOARD OF TRUSTEES | $352,328 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $133,274 | $0 |
| Lincoln Investment Company | NONE | $92,440 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $32,270 | not reported in the loaded dataset |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $29,568 | not reported in the loaded dataset |
| Lifestatus360, LLC | NONE | $12,795 | not reported in the loaded dataset |
| Stephen Horn Insurance Services | NONE | $0 | $10,908 |
| Miller Kaplan Arase, Llp | NONE | $6,250 | not reported in the loaded dataset |
| Print2assist, Inc. | NONE | $6,002 | not reported in the loaded dataset |