2023 Form 5500 filing — Cmta-Gmpp & Allied Workers Local 164b Pension 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 20250411133817NAL0036057552001) for Cmta-Gmpp & Allied Workers Local 164b Pension Trust, reported by Jt. Board Of Trustees - Cmta-Gmpp & Allied Workers Local 164b Pension under EIN 94-6129501 and plan number 001. It reports 1,762 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411133817NAL0036057552001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Jt. Board Of Trustees - Cmta-Gmpp & Allied Workers Local 164b Pension
- EIN
- 94-6129501
- Plan number
- 001
- Location
- Pleasanton, CA
- Participants
- 1,762
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $112,055,468
- Total liabilities (EOY)
- $84,918
- Net assets (EOY)
- $111,970,550
- Employer contributions
- $333,282
- Total income / additions
- $31,137,433
- Benefits paid
- $6,797,238
- Administrative expenses
- $1,360,693
- Total expenses
- $8,157,931
- Net increase / (decrease)
- $22,979,502
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys Administrators | NONE | $233,471 | not reported in the loaded dataset |
| Alan Biller And Associates, Inc | NONE | $157,612 | not reported in the loaded dataset |
| Trucker Huss, Apc | NONE | $151,150 | not reported in the loaded dataset |
| The Segal Company (Western States) | NONE | $147,627 | not reported in the loaded dataset |
| Allen Matkins, Llp | NONE | $118,111 | not reported in the loaded dataset |
| Saltzman & Johnson Law Corporation | NONE | $101,908 | not reported in the loaded dataset |
| Wellington Trust Company | NONE | $47,502 | $0 |
| Withumsmith+Brown, Pc | NONE | $42,460 | $0 |
| Prometheus Partners | NONE | $38,880 | not reported in the loaded dataset |
| Comerica Bank | NONE | $17,547 | $2,842 |
| Blackrock Institutional Trust, N.A. | NONE | $11,712 | not reported in the loaded dataset |
| Iron Mountain, Inc. | NONE | $10,443 | not reported in the loaded dataset |
| Fremont Bank | NONE | $7,105 | not reported in the loaded dataset |
| Loomis Sayles & Co., Lp | NONE | $6,901 | not reported in the loaded dataset |
| Smart Source LLC | NONE | $5,825 | not reported in the loaded dataset |