U. A. Local No. 343 Defined Benefit Plan — Form 5500 plan (U.A. Local No. 343 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, U. A. Local No. 343 Defined Benefit Plan is a benefit plan reported by U.A. Local No. 343 Pension Trust under EIN 94-6092775 and plan number 001. The latest loaded filing year is 2023. The filing reports 575 participants and $149,898,847 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- U.A. Local No. 343 Pension Trust
- EIN
- 94-6092775
- Plan number
- 001
- Plan type
- 1
- Location
- Vacaville, CA
- Latest filing year
- 2023
- Participants
- 575
- End-of-year plan assets
- $149,898,847
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 575 | H, C | 20241015124535NAL0016420147001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $149,898,847
- Total liabilities (EOY)
- $32,446
- Net assets (EOY)
- $149,866,401
- Net assets (BOY)
- $135,165,557
Income & contributions
- Employer contributions
- $5,600,499
- Total contributions
- $5,600,499
- Total income / additions
- $21,051,353
Expenses & distributions
- Benefits paid
- $5,198,759
- Administrative expenses
- $1,151,750
- Total expenses
- $6,350,509
- Net increase / (decrease)
- $14,700,844
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| U.A. Local 343 Joint Services | PLAN SPONSOR | $131,532 | not reported in the loaded dataset | 2023 |
| Verus Advisory, Inc. | NONE | $103,519 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $97,236 | not reported in the loaded dataset | 2023 |
| Whitestar Advisors | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Co | NONE | $44,352 | $0 | 2023 |
| Kraw Law Group | NONE | $43,939 | not reported in the loaded dataset | 2023 |
| Northwest Plan Services | NONE | $42,700 | not reported in the loaded dataset | 2023 |
| Voya Retirement Management | NONE | $34,933 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc | NONE | $32,343 | not reported in the loaded dataset | 2023 |
| U.S. Bank | NONE | $25,843 | $0 | 2023 |
| Takehara Landscape, Inc. | NONE | $25,757 | not reported in the loaded dataset | 2023 |
| Heather Clanton | NONE | $17,550 | not reported in the loaded dataset | 2023 |
| Universal Building Services | NONE | $16,856 | not reported in the loaded dataset | 2023 |
| Carole Keane & Associates | NONE | $5,925 | not reported in the loaded dataset | 2023 |
| S & G Sweeping And Maintenance, Inc | NONE | $5,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for U.A. Local No. 343 Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Vacaville, CA
- U.A. Local 343 Joint Services — Schedule C compensation
- Verus Advisory, Inc. — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Whitestar Advisors — Schedule C compensation
- Prudential Insurance Co — Schedule C compensation
- Kraw Law Group — Schedule C compensation
- Northwest Plan Services — Schedule C compensation
- Voya Retirement Management — Schedule C compensation
- Washington Capital Management, Inc — Schedule C compensation
- U.S. Bank — Schedule C compensation
- Takehara Landscape, Inc. — Schedule C compensation
- Heather Clanton — Schedule C compensation
- Universal Building Services — Schedule C compensation
- Carole Keane & Associates — Schedule C compensation
- S & G Sweeping And Maintenance, Inc — Schedule C compensation