Northern California Pipe Trades Pension Plan — Form 5500 plan (Board Of Trustees Northern Cali. Pipe Trades 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, Northern California Pipe Trades Pension Plan is a benefit plan reported by Board Of Trustees Northern Cali. Pipe Trades Pension Trust under EIN 94-3190386 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,581 participants and $1,046,789,474 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Northern Cali. Pipe Trades Pension Trust
- EIN
- 94-3190386
- Plan number
- 001
- Plan type
- 1
- Location
- Concord, CA
- Latest filing year
- 2023
- Participants
- 4,581
- End-of-year plan assets
- $1,046,789,474
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,581 | H, C | 20241014095003NAL0013084531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,046,789,474
- Total liabilities (EOY)
- $13,294,089
- Net assets (EOY)
- $1,033,495,385
- Net assets (BOY)
- $914,845,940
Income & contributions
- Employer contributions
- $59,030,971
- Total contributions
- $59,030,971
- Total income / additions
- $160,976,059
Expenses & distributions
- Benefits paid
- $37,448,935
- Administrative expenses
- $4,877,679
- Total expenses
- $42,326,614
- Net increase / (decrease)
- $118,649,445
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| U.A. Local 342 Joint Mgmt Coop Com | COMMON BOARD OF TRUSTEES | $1,133,516 | not reported in the loaded dataset | 2023 |
| Jpmorgan Investment Management, Inc | NONE | $814,093 | not reported in the loaded dataset | 2023 |
| The Union Labor Life Insurance Comp | NONE | $763,122 | $0 | 2023 |
| Sands Capital Management, LLC | NONE | $284,998 | $0 | 2023 |
| Dodge & Cox | NONE | $284,050 | $0 | 2023 |
| Metropolitan West Asset Management | NONE | $239,497 | $0 | 2023 |
| Voya Investment Trust Company | NONE | $224,536 | $0 | 2023 |
| Eagle Asset Management | NONE | $198,460 | $0 | 2023 |
| Verus Advisory, Inc. | NONE | $190,000 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc. | NONE | $141,423 | not reported in the loaded dataset | 2023 |
| Northwest Plan Services | NONE | $131,100 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $40,481 | $23,443 | 2023 |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $58,084 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $36,915 | not reported in the loaded dataset | 2023 |
| Suburban Press | NONE | $24,882 | not reported in the loaded dataset | 2023 |
| Stephen Horn Insurance Services | NONE | $0 | $24,563 | 2023 |
| Print2assist, Inc. | NONE | $21,910 | not reported in the loaded dataset | 2023 |
| Fremont Bank | NONE | $17,616 | not reported in the loaded dataset | 2023 |
| Lifestatus360, LLC | NONE | $12,777 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $10,871 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase, Llp | NONE | $6,250 | not reported in the loaded dataset | 2023 |
| Bny Mellon | NONE | $5,006 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Northern Cali. Pipe Trades Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Concord, CA
- U.A. Local 342 Joint Mgmt Coop Com — Schedule C compensation
- Jpmorgan Investment Management, Inc — Schedule C compensation
- The Union Labor Life Insurance Comp — Schedule C compensation
- Sands Capital Management, LLC — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Metropolitan West Asset Management — Schedule C compensation
- Voya Investment Trust Company — Schedule C compensation
- Eagle Asset Management — Schedule C compensation
- Verus Advisory, Inc. — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- Northwest Plan Services — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Neyhart, Anderson, Flynn & Grosboll — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Suburban Press — Schedule C compensation
- Stephen Horn Insurance Services — Schedule C compensation
- Print2assist, Inc. — Schedule C compensation
- Fremont Bank — Schedule C compensation
- Lifestatus360, LLC — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Miller Kaplan Arase, Llp — Schedule C compensation
- Bny Mellon — Schedule C compensation