Steelworkers Western Independent Shops Pension Plan — Form 5500 plan (Board Of Trustees, Steelworkers Western Independent)
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, Steelworkers Western Independent Shops Pension Plan is a benefit plan reported by Board Of Trustees, Steelworkers Western Independent under EIN 90-0169564 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,787 participants and $123,524,097 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Steelworkers Western Independent
- EIN
- 90-0169564
- Plan number
- 001
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 2,787
- End-of-year plan assets
- $123,524,097
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,787 | H, C | 20250715105503NAL0002780272001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $123,524,097
- Total liabilities (EOY)
- $252,708
- Net assets (EOY)
- $123,271,389
- Net assets (BOY)
- $110,698,833
Income & contributions
- Employer contributions
- $5,946,388
- Total contributions
- $5,946,388
- Total income / additions
- $24,427,835
Expenses & distributions
- Benefits paid
- $10,459,965
- Administrative expenses
- $1,395,314
- Total expenses
- $11,855,279
- Net increase / (decrease)
- $12,572,556
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sei Investments Company | NONE | $783,181 | $0 | 2023 |
| Benesys Administrators | NONE | $175,916 | not reported in the loaded dataset | 2023 |
| The Segal Company Inc | NONE | $109,324 | not reported in the loaded dataset | 2023 |
| Trucker Huss, Apc | NONE | $77,140 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $61,940 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $35,908 | not reported in the loaded dataset | 2023 |
| Stephen Horn Insurance Services | NONE | $0 | $11,581 | 2023 |
| Iron Mountain | NONE | $7,913 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Steelworkers Western Independent
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Sei Investments Company — Schedule C compensation
- Benesys Administrators — Schedule C compensation
- The Segal Company Inc — Schedule C compensation
- Trucker Huss, Apc — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Us Bank — Schedule C compensation
- Stephen Horn Insurance Services — Schedule C compensation
- Iron Mountain — Schedule C compensation