2023 Form 5500 filing — Concession & Program Employees Local 468 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 20250115193810NAL0012026579001) for Concession & Program Employees Local 468 Pension Plan, reported by Board Of Trustees Of Concession & Program Employees Local 468 Pension under EIN 94-2364669 and plan number 001. It reports 189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115193810NAL0012026579001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Concession & Program Employees Local 468 Pension
- EIN
- 94-2364669
- Plan number
- 001
- Location
- Castro Valley, CA
- Participants
- 189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,165,479
- Total liabilities (EOY)
- $23,674
- Net assets (EOY)
- $1,141,805
- Total income / additions
- $64,673
- Benefits paid
- $136,087
- Administrative expenses
- $110,413
- Total expenses
- $246,500
- Net increase / (decrease)
- -$181,827
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rael & Letson | NONE | $31,325 | not reported in the loaded dataset |
| Cv Administrative Services, Inc. | NONE | $24,409 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $17,794 | not reported in the loaded dataset |
| Highland Captial Advisors | NONE | $5,408 | not reported in the loaded dataset |