Stationary Engineers Local 39 Annuity Trust Fund — Form 5500 plan (Bd. Of Trust. Of Stationary Engineers Loc. 39 Annuity)
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, Stationary Engineers Local 39 Annuity Trust Fund is a benefit plan reported by Bd. Of Trust. Of Stationary Engineers Loc. 39 Annuity under EIN 94-2787714 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,842 participants and $281,550,995 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd. Of Trust. Of Stationary Engineers Loc. 39 Annuity
- EIN
- 94-2787714
- Plan number
- 001
- Plan type
- 1
- Location
- Dublin, CA
- Latest filing year
- 2023
- Participants
- 6,842
- End-of-year plan assets
- $281,550,995
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,842 | H, C | 20240930150716NAL0005856849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $281,550,995
- Total liabilities (EOY)
- $19,276
- Net assets (EOY)
- $281,531,719
- Net assets (BOY)
- $248,835,029
Income & contributions
- Employer contributions
- $12,590,446
- Total contributions
- $12,590,446
- Total income / additions
- $49,322,752
Expenses & distributions
- Benefits paid
- $16,189,944
- Administrative expenses
- $436,118
- Total expenses
- $16,626,062
- Net increase / (decrease)
- $32,696,690
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys | NONE | $196,105 | not reported in the loaded dataset | 2023 |
| Graystone Consulting/Morgan Stanley | NONE | $100,000 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $52,898 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger & Rosenfeld | NONE | $43,004 | not reported in the loaded dataset | 2023 |
| Team St. Inc. | NONE | $15,293 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd. Of Trust. Of Stationary Engineers Loc. 39 Annuity
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Dublin, CA
- Benesys — Schedule C compensation
- Graystone Consulting/Morgan Stanley — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Weinberg, Roger & Rosenfeld — Schedule C compensation
- Team St. Inc. — Schedule C compensation