2023 Form 5500 filing — National Electrical Annuity Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731101410NAL0021327777001) for National Electrical Annuity Plan, reported by Trustees Of The National Electrical Annuity Plan under EIN 52-6132372 and plan number 001. It reports 163,629 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731101410NAL0021327777001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The National Electrical Annuity Plan
- EIN
- 52-6132372
- Plan number
- 001
- Location
- Rockville, MD
- Participants
- 163,629
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,807,345,093
- Total liabilities (EOY)
- $1,175,714,922
- Net assets (EOY)
- $14,631,630,171
- Employer contributions
- $1,123,733,532
- Participant contributions
- $0
- Total income / additions
- $2,508,897,153
- Benefits paid
- $460,011,233
- Administrative expenses
- $25,228,080
- Total expenses
- $485,239,313
- Net increase / (decrease)
- $2,023,657,840
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| National Electrical Benefit Fund | AFFILIATED BENEFIT FUND | $5,573,811 | $1,100 |
| Rbc Global Asset Management | NONE | $3,136,207 | $0 |
| Chevy Chase Trust | NONE | $2,852,795 | $0 |
| Ullico Infrastructure Fund | NONE | $1,442,355 | not reported in the loaded dataset |
| National Real Estate Advisors | SUBSIDIARY OF AFFILIATED | $1,366,593 | not reported in the loaded dataset |
| Blackrock Financial Management | NONE | $1,337,463 | $0 |
| Pacific Investment Management Co Ll | NONE | $1,183,485 | $0 |
| Newtower Trust Company | NONE | $1,100,578 | $0 |
| Mackay Shields | NONE | $1,006,817 | not reported in the loaded dataset |
| Bank Of New York Mellon | NONE | $919,097 | $0 |
| Mosaic | NONE | $826,011 | not reported in the loaded dataset |
| Principal Global Investors | NONE | $794,210 | $0 |
| Lazard Asset Management LLC | NONE | $637,672 | $0 |
| Lord Abbett & Co | NONE | $637,396 | not reported in the loaded dataset |
| T Rowe Price | NONE | $431,751 | not reported in the loaded dataset |
| Pgim | NONE | $415,277 | not reported in the loaded dataset |
| Payden & Rygel | NONE | $367,302 | not reported in the loaded dataset |
| Mellon Investments | NONE | $231,085 | $0 |
| Potts-Dupre, Hawkins & Kramer, Char | NONE | $170,851 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $156,952 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $147,568 | not reported in the loaded dataset |
| Legacy Professionals, Llp | NONE | $84,155 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $41,632 | not reported in the loaded dataset |
| Eberts & Harrison | NONE | $0 | $38,730 |
| Maddin Hauser Roth & Heller Pc | NONE | $28,529 | not reported in the loaded dataset |
| Frank C Blackburn, M.D., LLC | NONE | $16,275 | not reported in the loaded dataset |
| The Law Office Of Kirsten Doolittle | NONE | $11,659 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue, Llp | NONE | $10,113 | not reported in the loaded dataset |
| Americaneagle.Com | NONE | $7,715 | not reported in the loaded dataset |
| Sovos Compliance | NONE | $5,463 | not reported in the loaded dataset |