2023 Form 5500 filing — Solano-Napa Counties Electrical Workers Pension 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 20241115164303NAL0000634883001) for Solano-Napa Counties Electrical Workers Pension Plan, reported by Bot Of Solano-Napa Counties Electric Workers Pt under EIN 94-6220673 and plan number 001. It reports 806 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241115164303NAL0000634883001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bot Of Solano-Napa Counties Electric Workers Pt
- EIN
- 94-6220673
- Plan number
- 001
- Location
- Pleasanton, CA
- Participants
- 806
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $152,714,387
- Total liabilities (EOY)
- $1,214,690
- Net assets (EOY)
- $151,499,697
- Employer contributions
- $4,757,812
- Total income / additions
- $14,966,322
- Benefits paid
- $9,081,508
- Administrative expenses
- $1,258,243
- Total expenses
- $10,339,751
- Net increase / (decrease)
- $4,626,571
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Asb Capital Management, LLC | NONE | $305,783 | not reported in the loaded dataset |
| Verus Advisory, Inc. | NONE | $256,324 | not reported in the loaded dataset |
| Benesys, Inc. | NONE | $161,064 | not reported in the loaded dataset |
| Voya Investment Trust Company | NONE | $155,695 | $0 |
| Dodge & Cox | NONE | $124,577 | $0 |
| Withumsmith+Brown, Pc | NONE | $72,512 | not reported in the loaded dataset |
| Us Bank | NONE | $63,558 | $0 |
| Nwps | NONE | $43,725 | not reported in the loaded dataset |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $41,276 | not reported in the loaded dataset |
| Smart Source | NONE | $8,193 | not reported in the loaded dataset |