Northern California Pipe Trades Supplemental 401(K) Retirement 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 Supplemental 401(K) Retirement Plan is a benefit plan reported by Board Of Trustees Northern Cali. Pipe Trades Pension Trust under EIN 94-3190386 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,230 participants and $591,713,479 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
- 002
- Plan type
- 1
- Location
- Concord, CA
- Latest filing year
- 2023
- Participants
- 4,230
- End-of-year plan assets
- $591,713,479
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,230 | H, C | 20241014101900NAL0027009073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $591,713,479
- Total liabilities (EOY)
- $87,160,074
- Net assets (EOY)
- $504,553,405
- Net assets (BOY)
- $421,960,652
Income & contributions
- Employer contributions
- $31,175,182
- Participant contributions
- $13,822,829
- Total contributions
- $45,549,195
- Total income / additions
- $105,458,389
Expenses & distributions
- Benefits paid
- $21,899,138
- Administrative expenses
- $966,498
- Total expenses
- $22,865,636
- Net increase / (decrease)
- $82,592,753
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| U.A. Local 342 Joint Mgmt Coop Com | COMMON BOARD OF TRUSTEES | $352,328 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $133,274 | $0 | 2023 |
| Lincoln Investment Company | NONE | $92,440 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $32,270 | not reported in the loaded dataset | 2023 |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $29,568 | not reported in the loaded dataset | 2023 |
| Lifestatus360, LLC | NONE | $12,795 | not reported in the loaded dataset | 2023 |
| Stephen Horn Insurance Services | NONE | $0 | $10,908 | 2023 |
| Miller Kaplan Arase, Llp | NONE | $6,250 | not reported in the loaded dataset | 2023 |
| Print2assist, Inc. | NONE | $6,002 | not reported in the loaded dataset | 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
- Matrix Trust Company — Schedule C compensation
- Lincoln Investment Company — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Neyhart, Anderson, Flynn & Grosboll — Schedule C compensation
- Lifestatus360, LLC — Schedule C compensation
- Stephen Horn Insurance Services — Schedule C compensation
- Miller Kaplan Arase, Llp — Schedule C compensation
- Print2assist, Inc. — Schedule C compensation