2023 Form 5500 filing — Office And Professional Employee Pension Trust 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 20250815173532NAL0005966339002) for Office And Professional Employee Pension Trust Fund, reported by Board Of Trustees Of The Office And Professional Employees Pension Tr under EIN 94-6110868 and plan number 001. It reports 1,663 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250815173532NAL0005966339002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Office And Professional Employees Pension Tr
- EIN
- 94-6110868
- Plan number
- 001
- Location
- Dublin, CA
- Participants
- 1,663
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $204,448,883
- Total liabilities (EOY)
- $911,010
- Net assets (EOY)
- $203,537,873
- Employer contributions
- $4,546,055
- Total income / additions
- $41,300,623
- Benefits paid
- $12,484,625
- Administrative expenses
- $767,516
- Total expenses
- $13,252,141
- Net increase / (decrease)
- $28,048,482
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Health Services & Benefit Administr | NONE | $180,000 | not reported in the loaded dataset |
| The Segal Company | NONE | $117,416 | not reported in the loaded dataset |
| Alan Biller And Associates | NONE | $90,000 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $61,871 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $58,386 | $184 |
| Mcmorgan & Company | NONE | $40,081 | not reported in the loaded dataset |
| Carroll & Scully | NONE | $30,000 | not reported in the loaded dataset |
| Panagora Asset Management | NONE | $29,332 | $0 |
| Stephen Horn Insurance | NONE | $0 | $9,209 |