2023 Form 5500 filing — Contra Costa County Electrical Workers Retirement Plan & Trust
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 20241015173556NAL0030511713005) for Contra Costa County Electrical Workers Retirement Plan & Trust, reported by Contra Costa County Electrical Workers Retirement Plan & Trust under EIN 94-6114525 and plan number 001. It reports 1,427 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015173556NAL0030511713005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Contra Costa County Electrical Workers Retirement Plan & Trust
- EIN
- 94-6114525
- Plan number
- 001
- Location
- Martinez, CA
- Participants
- 1,427
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $437,343,017
- Total liabilities (EOY)
- $45,752
- Net assets (EOY)
- $437,297,265
- Employer contributions
- $19,350,925
- Total income / additions
- $77,744,829
- Benefits paid
- $21,778,874
- Administrative expenses
- $705,974
- Total expenses
- $22,518,988
- Net increase / (decrease)
- $55,225,841
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | TPA | $156,987 | $0 |
| Ccc Electrical Ind Labor Mgmt Co Tr | BENEFIT ADMINISTRATOR | $124,993 | not reported in the loaded dataset |
| Rv Kuhns And Associates | INVESTMENT ADVISOR | $84,136 | not reported in the loaded dataset |
| Stephen Horn Insurance | INSURANCE | $83,758 | not reported in the loaded dataset |
| Solyxsys | ADMINSTRATOR | $34,301 | $0 |
| Lantan And Associates | AUDITORS | $33,000 | not reported in the loaded dataset |
| Neyhart, Anderson Et Al | ATTORNEY | $14,728 | not reported in the loaded dataset |
| Aabco Printing | PRINTING | $8,608 | $0 |
| Ssga - Various Funds | INVESTMENT MANAGER | $7,562 | $0 |
| Morello Accounting Group | OUTSIDE ACCOUNTANT | $5,438 | not reported in the loaded dataset |
| Pimco - Prrix | FUND MANAGEMENT | $0 | $0 |
| Ssga - Various Funds | INVESTMENT MANAGER | $0 | $0 |
| Ibew Stable Value | FUND MANAGEMENT | $0 | $0 |