Solano-Napa Counties Electrical Workers Retiree Medical Account Plan — Form 5500 plan (Board Of Trustees Of Solano-Napa Counties)
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, Solano-Napa Counties Electrical Workers Retiree Medical Account Plan is a benefit plan reported by Board Of Trustees Of Solano-Napa Counties under EIN 94-6085742 and plan number 502. The latest loaded filing year is 2023. The filing reports 1,221 participants and $11,305,769 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Solano-Napa Counties
- EIN
- 94-6085742
- Plan number
- 502
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 1,221
- End-of-year plan assets
- $11,305,769
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,221 | H, C | 20241115163314NAL0002101714001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,305,769
- Total liabilities (EOY)
- $3,413
- Net assets (EOY)
- $11,302,356
- Net assets (BOY)
- $10,604,515
Income & contributions
- Employer contributions
- $829,671
- Total contributions
- $829,671
- Total income / additions
- $1,240,712
Expenses & distributions
- Benefits paid
- $423,473
- Administrative expenses
- $119,398
- Total expenses
- $542,871
- Net increase / (decrease)
- $697,841
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $63,612 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, P.C. | NONE | $28,967 | not reported in the loaded dataset | 2023 |
| Verus Advisory, Inc. | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $5,859 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Solano-Napa Counties
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Benesys, Inc. — Schedule C compensation
- Withumsmith+Brown, P.C. — Schedule C compensation
- Verus Advisory, Inc. — Schedule C compensation
- Neyhart, Anderson, Flynn & Grosboll — Schedule C compensation