Plan5500

Concession & Program Employees Local 468 Pension Plan — Form 5500 plan (Board Of Trustees Of Concession & Program Employees Local 468 Pension)

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, Concession & Program Employees Local 468 Pension Plan is a benefit plan reported by Board Of Trustees Of Concession & Program Employees Local 468 Pension under EIN 94-2364669 and plan number 001. The latest loaded filing year is 2023. The filing reports 189 participants and $1,165,479 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Concession & Program Employees Local 468 Pension
EIN
94-2364669
Plan number
001
Plan type
1
Location
Castro Valley, CA
Latest filing year
2023
Participants
189
End-of-year plan assets
$1,165,479

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023189H, C20250115193810NAL0012026579001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,165,479
Total liabilities (EOY)
$23,674
Net assets (EOY)
$1,141,805
Net assets (BOY)
$1,323,632

Income & contributions

Total contributions
$0
Total income / additions
$64,673

Expenses & distributions

Benefits paid
$136,087
Administrative expenses
$110,413
Total expenses
$246,500
Net increase / (decrease)
-$181,827

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rael & LetsonNONE$31,325not reported in the loaded dataset2023
Cv Administrative Services, Inc.NONE$24,409not reported in the loaded dataset2023
Withumsmith+Brown, PcNONE$17,794not reported in the loaded dataset2023
Highland Captial AdvisorsNONE$5,408not reported in the loaded dataset2023

Related Form 5500 pages