Kern County Electrical Workers Pension Fund — Form 5500 plan (Board Of Trustees, Kern County Electrical Workers)
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, Kern County Electrical Workers Pension Fund is a benefit plan reported by Board Of Trustees, Kern County Electrical Workers under EIN 95-6123049 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,465 participants and $180,680,486 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Kern County Electrical Workers
- EIN
- 95-6123049
- Plan number
- 001
- Plan type
- 1
- Location
- Bakersfield, CA
- Latest filing year
- 2023
- Participants
- 1,465
- End-of-year plan assets
- $180,680,486
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,465 | H, C | 20241010132505NAL0010023107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $180,680,486
- Total liabilities (EOY)
- $1,418,143
- Net assets (EOY)
- $179,262,343
- Net assets (BOY)
- $161,844,499
Income & contributions
- Employer contributions
- $12,613,010
- Total contributions
- $12,613,010
- Total income / additions
- $29,254,999
Expenses & distributions
- Benefits paid
- $11,023,395
- Administrative expenses
- $813,760
- Total expenses
- $11,837,155
- Net increase / (decrease)
- $17,417,844
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marco Consulting Group | NONE | $265,387 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $92,955 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors, Inc. | NONE | $65,741 | not reported in the loaded dataset | 2023 |
| Employee 1 | NONE | $53,872 | not reported in the loaded dataset | 2023 |
| New Tower Trust Company | NONE | $43,807 | not reported in the loaded dataset | 2023 |
| Employee 2 | NONE | $41,367 | not reported in the loaded dataset | 2023 |
| Tiffany Lena | NONE | $40,594 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $29,438 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $14,390 | not reported in the loaded dataset | 2023 |
| Michael Surowitz | NONE | $8,319 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Kern County Electrical Workers
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Bakersfield, CA
- Marco Consulting Group — Schedule C compensation
- The Segal Company — Schedule C compensation
- Ullico Investment Advisors, Inc. — Schedule C compensation
- Employee 1 — Schedule C compensation
- New Tower Trust Company — Schedule C compensation
- Employee 2 — Schedule C compensation
- Tiffany Lena — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Michael Surowitz — Schedule C compensation