Solano-Napa Counties Electrical Workers Pension Plan — Form 5500 plan (Bot Of Solano-Napa Counties Electric Workers Pt)
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 Pension Plan is a benefit plan reported by Bot Of Solano-Napa Counties Electric Workers Pt under EIN 94-6220673 and plan number 001. The latest loaded filing year is 2023. The filing reports 806 participants and $152,714,387 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bot Of Solano-Napa Counties Electric Workers Pt
- EIN
- 94-6220673
- Plan number
- 001
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 806
- End-of-year plan assets
- $152,714,387
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 806 | H, C | 20241115164303NAL0000634883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $152,714,387
- Total liabilities (EOY)
- $1,214,690
- Net assets (EOY)
- $151,499,697
- Net assets (BOY)
- $146,873,126
Income & contributions
- Employer contributions
- $4,757,812
- Total contributions
- $4,757,812
- Total income / additions
- $14,966,322
Expenses & distributions
- Benefits paid
- $9,081,508
- Administrative expenses
- $1,258,243
- Total expenses
- $10,339,751
- Net increase / (decrease)
- $4,626,571
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Asb Capital Management, LLC | NONE | $305,783 | not reported in the loaded dataset | 2023 |
| Verus Advisory, Inc. | NONE | $256,324 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | NONE | $161,064 | not reported in the loaded dataset | 2023 |
| Voya Investment Trust Company | NONE | $155,695 | $0 | 2023 |
| Dodge & Cox | NONE | $124,577 | $0 | 2023 |
| Withumsmith+Brown, Pc | NONE | $72,512 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $63,558 | $0 | 2023 |
| Nwps | NONE | $43,725 | not reported in the loaded dataset | 2023 |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $41,276 | not reported in the loaded dataset | 2023 |
| Smart Source | NONE | $8,193 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bot Of Solano-Napa Counties Electric Workers Pt
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Asb Capital Management, LLC — Schedule C compensation
- Verus Advisory, Inc. — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Voya Investment Trust Company — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Us Bank — Schedule C compensation
- Nwps — Schedule C compensation
- Neyhart, Anderson, Flynn & Grosboll — Schedule C compensation
- Smart Source — Schedule C compensation