Cmta-Gmpp & Allied Workers Local 164b Pension Trust — Form 5500 plan (Jt. Board Of Trustees - Cmta-Gmpp & Allied Workers Local 164b Pension)
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, Cmta-Gmpp & Allied Workers Local 164b Pension Trust is a benefit plan reported by Jt. Board Of Trustees - Cmta-Gmpp & Allied Workers Local 164b Pension under EIN 94-6129501 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,762 participants and $112,055,468 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jt. Board Of Trustees - Cmta-Gmpp & Allied Workers Local 164b Pension
- EIN
- 94-6129501
- Plan number
- 001
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 1,762
- End-of-year plan assets
- $112,055,468
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,762 | H, C | 20250411133817NAL0036057552001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $112,055,468
- Total liabilities (EOY)
- $84,918
- Net assets (EOY)
- $111,970,550
- Net assets (BOY)
- $88,991,048
Income & contributions
- Employer contributions
- $333,282
- Total contributions
- $333,282
- Total income / additions
- $31,137,433
Expenses & distributions
- Benefits paid
- $6,797,238
- Administrative expenses
- $1,360,693
- Total expenses
- $8,157,931
- Net increase / (decrease)
- $22,979,502
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys Administrators | NONE | $233,471 | not reported in the loaded dataset | 2023 |
| Alan Biller And Associates, Inc | NONE | $157,612 | not reported in the loaded dataset | 2023 |
| Trucker Huss, Apc | NONE | $151,150 | not reported in the loaded dataset | 2023 |
| The Segal Company (Western States) | NONE | $147,627 | not reported in the loaded dataset | 2023 |
| Allen Matkins, Llp | NONE | $118,111 | not reported in the loaded dataset | 2023 |
| Saltzman & Johnson Law Corporation | NONE | $101,908 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company | NONE | $47,502 | $0 | 2023 |
| Withumsmith+Brown, Pc | NONE | $42,460 | $0 | 2023 |
| Prometheus Partners | NONE | $38,880 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $17,547 | $2,842 | 2023 |
| Blackrock Institutional Trust, N.A. | NONE | $11,712 | not reported in the loaded dataset | 2023 |
| Iron Mountain, Inc. | NONE | $10,443 | not reported in the loaded dataset | 2023 |
| Fremont Bank | NONE | $7,105 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Co., Lp | NONE | $6,901 | not reported in the loaded dataset | 2023 |
| Smart Source LLC | NONE | $5,825 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jt. Board Of Trustees - Cmta-Gmpp & Allied Workers Local 164b Pension
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Benesys Administrators — Schedule C compensation
- Alan Biller And Associates, Inc — Schedule C compensation
- Trucker Huss, Apc — Schedule C compensation
- The Segal Company (Western States) — Schedule C compensation
- Allen Matkins, Llp — Schedule C compensation
- Saltzman & Johnson Law Corporation — Schedule C compensation
- Wellington Trust Company — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Prometheus Partners — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Blackrock Institutional Trust, N.A. — Schedule C compensation
- Iron Mountain, Inc. — Schedule C compensation
- Fremont Bank — Schedule C compensation
- Loomis Sayles & Co., Lp — Schedule C compensation
- Smart Source LLC — Schedule C compensation