2023 Form 5500 filing — Plasterers Union Local No. 66 Supplemental 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 20241015141841NAL0058080082001) for Plasterers Union Local No. 66 Supplemental Retirement Plan, reported by Board Of Trustees Plasterers Union Local No. 66 Supp. Retirement Benef under EIN 94-6273369 and plan number 003. It reports 2,161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141841NAL0058080082001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Plasterers Union Local No. 66 Supp. Retirement Benef
- EIN
- 94-6273369
- Plan number
- 003
- Location
- Dublin, CA
- Participants
- 2,161
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,422,203
- Total liabilities (EOY)
- $44,356
- Net assets (EOY)
- $70,377,847
- Employer contributions
- $3,127,277
- Total income / additions
- $9,059,427
- Benefits paid
- $3,234,916
- Administrative expenses
- $364,392
- Total expenses
- $3,599,308
- Net increase / (decrease)
- $5,460,119
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Health Services & Benefit Admin | NONE | $93,494 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $51,563 | not reported in the loaded dataset |
| Kraw Law Group | NONE | $19,357 | not reported in the loaded dataset |
| Neyhart Anderson Flynn & Grosboll | NONE | $12,455 | not reported in the loaded dataset |