No Calif Glaziers, Architectural Metal And Glassworkers Pension Plan — Form 5500 plan (Board Of Trustees, No. Calif. Glaziers Architectural Metal & Glas)
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, No Calif Glaziers, Architectural Metal And Glassworkers Pension Plan is a benefit plan reported by Board Of Trustees, No. Calif. Glaziers Architectural Metal & Glas under EIN 94-6083001 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,308 participants and $525,800,399 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, No. Calif. Glaziers Architectural Metal & Glas
- EIN
- 94-6083001
- Plan number
- 001
- Plan type
- 1
- Location
- Dublin, CA
- Latest filing year
- 2023
- Participants
- 4,308
- End-of-year plan assets
- $525,800,399
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,308 | H, C | 20250415110600NAL0006113730001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $525,800,399
- Total liabilities (EOY)
- $707,117
- Net assets (EOY)
- $525,093,282
- Net assets (BOY)
- $489,808,504
Income & contributions
- Employer contributions
- $25,097,052
- Total contributions
- $25,097,052
- Total income / additions
- $77,757,869
Expenses & distributions
- Benefits paid
- $39,370,526
- Administrative expenses
- $3,102,565
- Total expenses
- $42,473,091
- Net increase / (decrease)
- $35,284,778
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sierra Investment Managers | NONE | $854,723 | not reported in the loaded dataset | 2023 |
| Health Services And Benefit Admin | NONE | $396,466 | not reported in the loaded dataset | 2023 |
| Withumsmith+Browm, P.C. | NONE | $371,496 | not reported in the loaded dataset | 2023 |
| Saltzman & Johnson Law Corporation | NONE | $243,324 | not reported in the loaded dataset | 2023 |
| Mcmorgan & Company LLC | NONE | $211,465 | not reported in the loaded dataset | 2023 |
| Morgan Stanley/Graystone Consulting | NONE | $199,544 | not reported in the loaded dataset | 2023 |
| Wealth Enhancement Advisory Service | NONE | $187,653 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $130,198 | $0 | 2023 |
| The Segal Company (Western States) | NONE | $127,710 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $69,860 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $22,405 | 2023 |
| Legal & General Invest Mgmt America | NONE | $0 | $17,870 | 2023 |
| Fremont Bank | NONE | $6,790 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, No. Calif. Glaziers Architectural Metal & Glas
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Dublin, CA
- Sierra Investment Managers — Schedule C compensation
- Health Services And Benefit Admin — Schedule C compensation
- Withumsmith+Browm, P.C. — Schedule C compensation
- Saltzman & Johnson Law Corporation — Schedule C compensation
- Mcmorgan & Company LLC — Schedule C compensation
- Morgan Stanley/Graystone Consulting — Schedule C compensation
- Wealth Enhancement Advisory Service — Schedule C compensation
- Us Bank — Schedule C compensation
- The Segal Company (Western States) — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- Legal & General Invest Mgmt America — Schedule C compensation
- Fremont Bank — Schedule C compensation