2023 Form 5500 filing — U.A. Local No. 447 Defined Contribution Plan And 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 20250404125606NAL0023726514001) for U.A. Local No. 447 Defined Contribution Plan And Trust, reported by Board Of Trustees, U.A. Local No. 447 Defined under EIN 68-0401920 and plan number 002. It reports 1,467 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250404125606NAL0023726514001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, U.A. Local No. 447 Defined
- EIN
- 68-0401920
- Plan number
- 002
- Location
- Sacramento, CA
- Participants
- 1,467
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $110,571,798
- Total liabilities (EOY)
- $46,059
- Net assets (EOY)
- $110,525,739
- Employer contributions
- $4,136,276
- Participant contributions
- $4,933,989
- Total income / additions
- $20,951,625
- Benefits paid
- $4,966,011
- Administrative expenses
- $625,056
- Total expenses
- $5,591,067
- Net increase / (decrease)
- $15,360,558
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower | NONE | $74,647 | $0 |
| Bridgeway Benefit Technologies | NONE | $53,852 | not reported in the loaded dataset |
| Islip & Co | NONE | $50,815 | not reported in the loaded dataset |
| Employee #1 | EMPLOYEE OF AFFIL. TRUST | $41,980 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $32,912 | not reported in the loaded dataset |
| Us Bank | NONE | $30,386 | $0 |
| Employee #4 | EMPLOYEE OF AFFIL. TRUST | $30,297 | not reported in the loaded dataset |
| Employee #5 | EMPLOYEE OF AFFIL. TRUST | $29,851 | not reported in the loaded dataset |
| Employee #3 | EMPLOYEE OF AFFIL. TRUST | $29,274 | not reported in the loaded dataset |
| Kraw Law Group, Apc | NONE | $25,041 | not reported in the loaded dataset |
| Caliber Networks | NONE | $24,870 | not reported in the loaded dataset |
| Employee #2 | EMPLOYEE OF AFFIL. TRUST | $22,077 | not reported in the loaded dataset |
| Verus Advisors | NONE | $22,000 | not reported in the loaded dataset |
| Rael & Letson | NONE | $17,631 | not reported in the loaded dataset |
| Merrill Lynch Pierce Fenner & Smith | NONE | $0 | $14,971 |
| Withumsmith + Brown, Pc | NONE | $10,718 | not reported in the loaded dataset |
| Stephen Horn Insurance Services | NONE | $0 | $5,143 |