2023 Form 5500 filing — U. A. Local No. 343 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 20241015124535NAL0016420147001) for U. A. Local No. 343 Defined Benefit Plan, reported by U.A. Local No. 343 Pension Trust under EIN 94-6092775 and plan number 001. It reports 575 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124535NAL0016420147001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- U.A. Local No. 343 Pension Trust
- EIN
- 94-6092775
- Plan number
- 001
- Location
- Vacaville, CA
- Participants
- 575
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $149,898,847
- Total liabilities (EOY)
- $32,446
- Net assets (EOY)
- $149,866,401
- Employer contributions
- $5,600,499
- Total income / additions
- $21,051,353
- Benefits paid
- $5,198,759
- Administrative expenses
- $1,151,750
- Total expenses
- $6,350,509
- Net increase / (decrease)
- $14,700,844
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| U.A. Local 343 Joint Services | PLAN SPONSOR | $131,532 | not reported in the loaded dataset |
| Verus Advisory, Inc. | NONE | $103,519 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $97,236 | not reported in the loaded dataset |
| Whitestar Advisors | NONE | $60,000 | not reported in the loaded dataset |
| Prudential Insurance Co | NONE | $44,352 | $0 |
| Kraw Law Group | NONE | $43,939 | not reported in the loaded dataset |
| Northwest Plan Services | NONE | $42,700 | not reported in the loaded dataset |
| Voya Retirement Management | NONE | $34,933 | not reported in the loaded dataset |
| Washington Capital Management, Inc | NONE | $32,343 | not reported in the loaded dataset |
| U.S. Bank | NONE | $25,843 | $0 |
| Takehara Landscape, Inc. | NONE | $25,757 | not reported in the loaded dataset |
| Heather Clanton | NONE | $17,550 | not reported in the loaded dataset |
| Universal Building Services | NONE | $16,856 | not reported in the loaded dataset |
| Carole Keane & Associates | NONE | $5,925 | not reported in the loaded dataset |
| S & G Sweeping And Maintenance, Inc | NONE | $5,200 | not reported in the loaded dataset |