U.A. Local No. 447 Pension Fund — Form 5500 plan (Board Of Trustees, U.A. Local No. 447 Pension Fund)
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. 447 Pension Fund is a benefit plan reported by Board Of Trustees, U.A. Local No. 447 Pension Fund under EIN 94-6269669 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,918 participants and $243,954,109 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, U.A. Local No. 447 Pension Fund
- EIN
- 94-6269669
- Plan number
- 001
- Plan type
- 1
- Location
- Sacramento, CA
- Latest filing year
- 2023
- Participants
- 1,918
- End-of-year plan assets
- $243,954,109
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,918 | H, C | 20250404125140NAL0011814337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $243,954,109
- Total liabilities (EOY)
- $112,532
- Net assets (EOY)
- $243,841,577
- Net assets (BOY)
- $218,001,862
Income & contributions
- Employer contributions
- $18,412,176
- Total contributions
- $19,140,766
- Total income / additions
- $41,225,597
Expenses & distributions
- Benefits paid
- $13,863,915
- Administrative expenses
- $1,521,967
- Total expenses
- $15,385,882
- Net increase / (decrease)
- $25,839,715
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rael & Letson | NONE | $115,784 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $99,267 | not reported in the loaded dataset | 2023 |
| New Tower Trust Company | NONE | $84,649 | not reported in the loaded dataset | 2023 |
| Employee #1 | EMPLOYEE OF AFFIL. TRUST | $77,664 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $71,506 | not reported in the loaded dataset | 2023 |
| Panagora Asset | NONE | $64,214 | $2,005 | 2023 |
| Employee #4 | EMPLOYEE OF AFFIL. TRUST | $56,049 | not reported in the loaded dataset | 2023 |
| Employee #5 | EMPLOYEE OF AFFIL. TRUST | $55,224 | not reported in the loaded dataset | 2023 |
| Employee #3 | EMPLOYEE OF AFFIL. TRUST | $54,158 | not reported in the loaded dataset | 2023 |
| Kraw Law Group, Apc | NONE | $53,636 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $50,800 | not reported in the loaded dataset | 2023 |
| Caliber Networks | NONE | $46,010 | not reported in the loaded dataset | 2023 |
| Employee #2 | EMPLOYEE OF AFFIL. TRUST | $40,843 | not reported in the loaded dataset | 2023 |
| Whitestar Advisors LLC | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Merrill Lynch, Pierce, Fenner And S | NONE | $0 | $32,770 | 2023 |
| Verus Advisors | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Islip & Co | NONE | $24,764 | not reported in the loaded dataset | 2023 |
| Withumsmith + Brown, Pc | NONE | $19,828 | not reported in the loaded dataset | 2023 |
| Stephen Horn Insurance | NONE | $0 | $9,933 | 2023 |
| Desmond Nolan Livaich & Cunningham | NONE | $7,234 | not reported in the loaded dataset | 2023 |
| Cushman & Wakefield | NONE | $6,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, U.A. Local No. 447 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Sacramento, CA
- Rael & Letson — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- New Tower Trust Company — Schedule C compensation
- Employee #1 — Schedule C compensation
- Us Bank — Schedule C compensation
- Panagora Asset — Schedule C compensation
- Employee #4 — Schedule C compensation
- Employee #5 — Schedule C compensation
- Employee #3 — Schedule C compensation
- Kraw Law Group, Apc — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Caliber Networks — Schedule C compensation
- Employee #2 — Schedule C compensation
- Whitestar Advisors LLC — Schedule C compensation
- Merrill Lynch, Pierce, Fenner And S — Schedule C compensation
- Verus Advisors — Schedule C compensation
- Islip & Co — Schedule C compensation
- Withumsmith + Brown, Pc — Schedule C compensation
- Stephen Horn Insurance — Schedule C compensation
- Desmond Nolan Livaich & Cunningham — Schedule C compensation
- Cushman & Wakefield — Schedule C compensation