2023 Form 5500 filing — Steelworkers Western Independent Shops 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 20250715105503NAL0002780272001) for Steelworkers Western Independent Shops Pension Plan, reported by Board Of Trustees, Steelworkers Western Independent under EIN 90-0169564 and plan number 001. It reports 2,787 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715105503NAL0002780272001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Steelworkers Western Independent
- EIN
- 90-0169564
- Plan number
- 001
- Location
- Pleasanton, CA
- Participants
- 2,787
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $123,524,097
- Total liabilities (EOY)
- $252,708
- Net assets (EOY)
- $123,271,389
- Employer contributions
- $5,946,388
- Total income / additions
- $24,427,835
- Benefits paid
- $10,459,965
- Administrative expenses
- $1,395,314
- Total expenses
- $11,855,279
- Net increase / (decrease)
- $12,572,556
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Investments Company | NONE | $783,181 | $0 |
| Benesys Administrators | NONE | $175,916 | not reported in the loaded dataset |
| The Segal Company Inc | NONE | $109,324 | not reported in the loaded dataset |
| Trucker Huss, Apc | NONE | $77,140 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $61,940 | not reported in the loaded dataset |
| Us Bank | NONE | $35,908 | not reported in the loaded dataset |
| Stephen Horn Insurance Services | NONE | $0 | $11,581 |
| Iron Mountain | NONE | $7,913 | not reported in the loaded dataset |