Northern California Electrical Workers Pension Plan — Form 5500 plan (Board Of Trustees, Northern California Electrical)
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 Electrical Workers Pension Plan is a benefit plan reported by Board Of Trustees, Northern California Electrical under EIN 94-6062674 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,481 participants and $657,094,601 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Northern California Electrical
- EIN
- 94-6062674
- Plan number
- 001
- Plan type
- 1
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 3,481
- End-of-year plan assets
- $657,094,601
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,481 | H, C | 20241010145504NAL0010159427001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $657,094,601
- Total liabilities (EOY)
- $2,113,349
- Net assets (EOY)
- $654,981,252
- Net assets (BOY)
- $611,621,462
Income & contributions
- Employer contributions
- $24,480,605
- Total contributions
- $24,480,605
- Total income / additions
- $98,923,007
Expenses & distributions
- Benefits paid
- $57,024,420
- Administrative expenses
- $2,539,767
- Total expenses
- $59,564,187
- Net increase / (decrease)
- $39,358,820
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ifm Investors Pty Ltd | NONE | $0 | $810,670 | 2023 |
| E.I.S.B., Inc. | NONE | $383,553 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | NONE | $307,896 | $0 | 2023 |
| National Real Estate Advisors, Inc | NONE | $276,192 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Management | NONE | $276,192 | not reported in the loaded dataset | 2023 |
| William Blair Investment Mgmt LLC | NONE | $255,323 | not reported in the loaded dataset | 2023 |
| Alan Biller & Associates Inc | NONE | $105,000 | not reported in the loaded dataset | 2023 |
| Foster & Foster | NONE | $56,000 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $37,367 | $8,539 | 2023 |
| Stephen Horn Insurance Services | NONE | $0 | $32,095 | 2023 |
| Miller Kaplan Arase Llp | NONE | $27,350 | not reported in the loaded dataset | 2023 |
| David Crutcher | NONE | $24,840 | not reported in the loaded dataset | 2023 |
| Leonard Carder, Llp | NONE | $7,205 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Northern California Electrical
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Ifm Investors Pty Ltd — Schedule C compensation
- E.I.S.B., Inc. — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- National Real Estate Advisors, Inc — Schedule C compensation
- Jp Morgan Investment Management — Schedule C compensation
- William Blair Investment Mgmt LLC — Schedule C compensation
- Alan Biller & Associates Inc — Schedule C compensation
- Foster & Foster — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Stephen Horn Insurance Services — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- David Crutcher — Schedule C compensation
- Leonard Carder, Llp — Schedule C compensation