2023 Form 5500 filing — Sacramento Area Electrical Workers Pension And Profit Sharing 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 20241015022511NAL0046520864001) for Sacramento Area Electrical Workers Pension And Profit Sharing Plan, reported by Board Of Trustees, Sacramento Area Electrical Workers under EIN 94-2773478 and plan number 001. It reports 2,435 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015022511NAL0046520864001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Sacramento Area Electrical Workers
- EIN
- 94-2773478
- Plan number
- 001
- Location
- Alameda, CA
- Participants
- 2,435
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $296,231,795
- Total liabilities (EOY)
- $300,349
- Net assets (EOY)
- $295,931,446
- Employer contributions
- $18,896,099
- Total income / additions
- $58,881,686
- Benefits paid
- $13,520,623
- Administrative expenses
- $1,776,893
- Total expenses
- $15,297,516
- Net increase / (decrease)
- $43,584,170
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | NONE | $298,244 | not reported in the loaded dataset |
| Sierra Investment Partners, Inc | NONE | $220,785 | not reported in the loaded dataset |
| Nwps | NONE | $151,116 | $0 |
| Garcia Hamilton & Associates L.P. | NONE | $141,317 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $137,192 | not reported in the loaded dataset |
| Asb Capital Management | NONE | $128,770 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $56,117 | not reported in the loaded dataset |
| Neyhart Anderson Flynn & Grosboll | NONE | $53,204 | not reported in the loaded dataset |
| Ibew Local 340 | SPONSOR | $31,835 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $29,321 | not reported in the loaded dataset |
| Corporate Mailing Service | NONE | $10,551 | not reported in the loaded dataset |