2023 Form 5500 filing — U. A. Local No. 159 Defined Benefit 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 20241014115124NAL0026078529001) for U. A. Local No. 159 Defined Benefit Plan, reported by U.A. Local No. 159 Pension Trust under EIN 94-2859426 and plan number 001. It reports 733 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014115124NAL0026078529001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- U.A. Local No. 159 Pension Trust
- EIN
- 94-2859426
- Plan number
- 001
- Location
- Dublin, CA
- Participants
- 733
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $117,177,110
- Total liabilities (EOY)
- $54,368
- Net assets (EOY)
- $117,122,742
- Employer contributions
- $4,161,376
- Total income / additions
- $17,493,900
- Benefits paid
- $6,399,396
- Administrative expenses
- $626,166
- Total expenses
- $7,025,562
- Net increase / (decrease)
- $10,468,338
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Health Srvcs & Benefit Administrati | NONE | $125,977 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $89,741 | not reported in the loaded dataset |
| Alan Biller & Associates | NONE | $80,000 | not reported in the loaded dataset |
| Rael & Letson | NONE | $77,422 | not reported in the loaded dataset |
| Ifm Investors Pty Ltd. | NONE | $0 | $68,643 |
| Ubs Realty Investors LLC | NONE | $37,027 | not reported in the loaded dataset |
| The Prudential Insurance Company Of | NONE | $31,123 | $0 |
| Ullico Investment Advisors Inc | NONE | $31,106 | $0 |
| Kraw Law Group Apc | NONE | $26,349 | not reported in the loaded dataset |
| Amalgated Bank | NONE | $16,112 | $298 |
| Segall, Bryant & Hamill | NONE | $15,563 | not reported in the loaded dataset |
| Invesco Trust Company | NONE | $14,334 | $0 |
| U.A. Local 159 | PLAN SPONSOR | $13,368 | not reported in the loaded dataset |
| Stephen Horn Insurance | NONE | $0 | $5,141 |