Pacificorp/Ibew Local 57 Retirement Trust Fund — Form 5500 plan (Board Of Trustees Of The Pacificorp/Ibew Local 57 Retirement Trust Fun)
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, Pacificorp/Ibew Local 57 Retirement Trust Fund is a benefit plan reported by Board Of Trustees Of The Pacificorp/Ibew Local 57 Retirement Trust Fun under EIN 87-0640888 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,383 participants and $212,573,453 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Pacificorp/Ibew Local 57 Retirement Trust Fun
- EIN
- 87-0640888
- Plan number
- 001
- Plan type
- 2
- Location
- San Ramon, CA
- Latest filing year
- 2023
- Participants
- 1,383
- End-of-year plan assets
- $212,573,453
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,383 | H, C | 20250415150301NAL0001578659001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $212,573,453
- Total liabilities (EOY)
- $190,230
- Net assets (EOY)
- $212,383,223
- Net assets (BOY)
- $222,516,427
Income & contributions
- Employer contributions
- $2,540,168
- Total contributions
- $2,540,168
- Total income / additions
- $16,067,873
Expenses & distributions
- Benefits paid
- $24,306,938
- Administrative expenses
- $1,894,139
- Total expenses
- $26,201,077
- Net increase / (decrease)
- -$10,133,204
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys Administrators | not reported in the loaded dataset | $238,152 | not reported in the loaded dataset | 2023 |
| Segal | not reported in the loaded dataset | $190,464 | not reported in the loaded dataset | 2023 |
| Independent Fiduciary Services | not reported in the loaded dataset | $104,013 | not reported in the loaded dataset | 2023 |
| Asb Capital Management LLC | not reported in the loaded dataset | $88,304 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | not reported in the loaded dataset | $57,511 | not reported in the loaded dataset | 2023 |
| Haynie And Company | not reported in the loaded dataset | $56,049 | not reported in the loaded dataset | 2023 |
| Us Bank | not reported in the loaded dataset | $49,558 | not reported in the loaded dataset | 2023 |
| Saltzman & Johnson Law Corp | not reported in the loaded dataset | $45,319 | not reported in the loaded dataset | 2023 |
| Fidelity Investments | not reported in the loaded dataset | $39,664 | not reported in the loaded dataset | 2023 |
| Western Asset Management Company | not reported in the loaded dataset | $22,032 | not reported in the loaded dataset | 2023 |
| Smith, Graham & Co. Inv. Adv.,L.P. | not reported in the loaded dataset | $5,391 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Pacificorp/Ibew Local 57 Retirement Trust Fun
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Ramon, CA
- Benesys Administrators — Schedule C compensation
- Segal — Schedule C compensation
- Independent Fiduciary Services — Schedule C compensation
- Asb Capital Management LLC — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Haynie And Company — Schedule C compensation
- Us Bank — Schedule C compensation
- Saltzman & Johnson Law Corp — Schedule C compensation
- Fidelity Investments — Schedule C compensation
- Western Asset Management Company — Schedule C compensation
- Smith, Graham & Co. Inv. Adv.,L.P. — Schedule C compensation