U.A. Local 467 Defined Contribution Plan — Form 5500 plan (Board Of Trustees, U.A. Local 467 Pension Trust)
Plain-English plan 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, U.A. Local 467 Defined Contribution Plan is a benefit plan reported by Board Of Trustees, U.A. Local 467 Pension Trust under EIN 77-6007903 and plan number 006. The latest loaded filing year is 2023. The filing reports 1,266 participants and $136,587,716 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, U.A. Local 467 Pension Trust
- EIN
- 77-6007903
- Plan number
- 006
- Plan type
- 1
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 1,266
- End-of-year plan assets
- $136,587,716
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,266 | H, C | 20241015235508NAL0029888737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $136,587,716
- Total liabilities (EOY)
- $77,650
- Net assets (EOY)
- $136,510,066
- Net assets (BOY)
- $113,667,224
Income & contributions
- Employer contributions
- $4,782,713
- Participant contributions
- $5,559,599
- Total contributions
- $10,405,167
- Total income / additions
- $30,225,588
Expenses & distributions
- Benefits paid
- $7,016,078
- Administrative expenses
- $366,668
- Total expenses
- $7,382,746
- Net increase / (decrease)
- $22,842,842
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| New Century Partners | NONE | $117,157 | not reported in the loaded dataset | 2023 |
| Nwps | NONE | $109,222 | $0 | 2023 |
| Matrix Trust Company | NONE | $31,535 | $0 | 2023 |
| Miller Kaplan Arase Llp | NONE | $13,500 | not reported in the loaded dataset | 2023 |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $10,964 | not reported in the loaded dataset | 2023 |
| Smart Source Critical Communication | NONE | $9,382 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $8,220 | not reported in the loaded dataset | 2023 |
| United Administrative Services | NONE | $6,950 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, U.A. Local 467 Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- New Century Partners — Schedule C compensation
- Nwps — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Neyhart, Anderson, Flynn & Grosboll — Schedule C compensation
- Smart Source Critical Communication — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- United Administrative Services — Schedule C compensation