2023 Form 5500 filing — U.A. Local No. 447 Pension Fund
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 20250404125140NAL0011814337001) for U.A. Local No. 447 Pension Fund, reported by Board Of Trustees, U.A. Local No. 447 Pension Fund under EIN 94-6269669 and plan number 001. It reports 1,918 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250404125140NAL0011814337001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, U.A. Local No. 447 Pension Fund
- EIN
- 94-6269669
- Plan number
- 001
- Location
- Sacramento, CA
- Participants
- 1,918
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $243,954,109
- Total liabilities (EOY)
- $112,532
- Net assets (EOY)
- $243,841,577
- Employer contributions
- $18,412,176
- Total income / additions
- $41,225,597
- Benefits paid
- $13,863,915
- Administrative expenses
- $1,521,967
- Total expenses
- $15,385,882
- Net increase / (decrease)
- $25,839,715
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rael & Letson | NONE | $115,784 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $99,267 | not reported in the loaded dataset |
| New Tower Trust Company | NONE | $84,649 | not reported in the loaded dataset |
| Employee #1 | EMPLOYEE OF AFFIL. TRUST | $77,664 | not reported in the loaded dataset |
| Us Bank | NONE | $71,506 | not reported in the loaded dataset |
| Panagora Asset | NONE | $64,214 | $2,005 |
| Employee #4 | EMPLOYEE OF AFFIL. TRUST | $56,049 | not reported in the loaded dataset |
| Employee #5 | EMPLOYEE OF AFFIL. TRUST | $55,224 | not reported in the loaded dataset |
| Employee #3 | EMPLOYEE OF AFFIL. TRUST | $54,158 | not reported in the loaded dataset |
| Kraw Law Group, Apc | NONE | $53,636 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $50,800 | not reported in the loaded dataset |
| Caliber Networks | NONE | $46,010 | not reported in the loaded dataset |
| Employee #2 | EMPLOYEE OF AFFIL. TRUST | $40,843 | not reported in the loaded dataset |
| Whitestar Advisors LLC | NONE | $35,000 | not reported in the loaded dataset |
| Merrill Lynch, Pierce, Fenner And S | NONE | $0 | $32,770 |
| Verus Advisors | NONE | $30,000 | not reported in the loaded dataset |
| Islip & Co | NONE | $24,764 | not reported in the loaded dataset |
| Withumsmith + Brown, Pc | NONE | $19,828 | not reported in the loaded dataset |
| Stephen Horn Insurance | NONE | $0 | $9,933 |
| Desmond Nolan Livaich & Cunningham | NONE | $7,234 | not reported in the loaded dataset |
| Cushman & Wakefield | NONE | $6,250 | not reported in the loaded dataset |