2023 Form 5500 filing — Glaziers Individual Account Retirement 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 20250415081443NAL0001386963001) for Glaziers Individual Account Retirement Plan, reported by Board Of Trustees Glaziers Individual Account Retirement Plan under EIN 94-6559783 and plan number 001. It reports 4,319 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415081443NAL0001386963001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Glaziers Individual Account Retirement Plan
- EIN
- 94-6559783
- Plan number
- 001
- Location
- Dublin, CA
- Participants
- 4,319
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $224,226,311
- Total liabilities (EOY)
- $102,567
- Net assets (EOY)
- $224,123,744
- Employer contributions
- $17,280,993
- Total income / additions
- $37,625,467
- Benefits paid
- $15,152,956
- Administrative expenses
- $460,280
- Total expenses
- $15,613,236
- Net increase / (decrease)
- $22,012,231
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan | NONE | $128,351 | not reported in the loaded dataset |
| Health Services & Benefit Admin | NONE | $118,404 | not reported in the loaded dataset |
| Morgan Stanley/Graystone Consulting | NONE | $102,717 | not reported in the loaded dataset |
| Saltzman & Johnson Law Corp | NONE | $43,033 | not reported in the loaded dataset |
| Withumsmith+Brown,Pc | NONE | $17,310 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $8,201 |