U. A. Local No. 159 Defined Benefit Plan — Form 5500 plan (U.A. Local No. 159 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 No. 159 Defined Benefit Plan is a benefit plan reported by U.A. Local No. 159 Pension Trust under EIN 94-2859426 and plan number 001. The latest loaded filing year is 2023. The filing reports 733 participants and $117,177,110 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- U.A. Local No. 159 Pension Trust
- EIN
- 94-2859426
- Plan number
- 001
- Plan type
- 1
- Location
- Dublin, CA
- Latest filing year
- 2023
- Participants
- 733
- End-of-year plan assets
- $117,177,110
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 733 | H, C | 20241014115124NAL0026078529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $117,177,110
- Total liabilities (EOY)
- $54,368
- Net assets (EOY)
- $117,122,742
- Net assets (BOY)
- $106,654,404
Income & contributions
- Employer contributions
- $4,161,376
- Total contributions
- $4,161,376
- Total income / additions
- $17,493,900
Expenses & distributions
- Benefits paid
- $6,399,396
- Administrative expenses
- $626,166
- Total expenses
- $7,025,562
- Net increase / (decrease)
- $10,468,338
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Health Srvcs & Benefit Administrati | NONE | $125,977 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $89,741 | not reported in the loaded dataset | 2023 |
| Alan Biller & Associates | NONE | $80,000 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $77,422 | not reported in the loaded dataset | 2023 |
| Ifm Investors Pty Ltd. | NONE | $0 | $68,643 | 2023 |
| Ubs Realty Investors LLC | NONE | $37,027 | not reported in the loaded dataset | 2023 |
| The Prudential Insurance Company Of | NONE | $31,123 | $0 | 2023 |
| Ullico Investment Advisors Inc | NONE | $31,106 | $0 | 2023 |
| Kraw Law Group Apc | NONE | $26,349 | not reported in the loaded dataset | 2023 |
| Amalgated Bank | NONE | $16,112 | $298 | 2023 |
| Segall, Bryant & Hamill | NONE | $15,563 | not reported in the loaded dataset | 2023 |
| Invesco Trust Company | NONE | $14,334 | $0 | 2023 |
| U.A. Local 159 | PLAN SPONSOR | $13,368 | not reported in the loaded dataset | 2023 |
| Stephen Horn Insurance | NONE | $0 | $5,141 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for U.A. Local No. 159 Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Dublin, CA
- Health Srvcs & Benefit Administrati — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Alan Biller & Associates — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Ifm Investors Pty Ltd. — Schedule C compensation
- Ubs Realty Investors LLC — Schedule C compensation
- The Prudential Insurance Company Of — Schedule C compensation
- Ullico Investment Advisors Inc — Schedule C compensation
- Kraw Law Group Apc — Schedule C compensation
- Amalgated Bank — Schedule C compensation
- Segall, Bryant & Hamill — Schedule C compensation
- Invesco Trust Company — Schedule C compensation
- U.A. Local 159 — Schedule C compensation
- Stephen Horn Insurance — Schedule C compensation