2023 Form 5500 filing — Alaska Electrical Pension 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 20241011124802NAL0022767521001) for Alaska Electrical Pension Plan, reported by Joint Board Of Trustees Alaska Electrical Pension Fund under EIN 92-6005171 and plan number 001. It reports 11,038 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011124802NAL0022767521001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Alaska Electrical Pension Fund
- EIN
- 92-6005171
- Plan number
- 001
- Location
- Anchorage, AK
- Participants
- 11,038
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,030,245,716
- Total liabilities (EOY)
- $8,695,953
- Net assets (EOY)
- $2,021,549,763
- Employer contributions
- $61,118,280
- Participant contributions
- $0
- Total income / additions
- $184,781,352
- Benefits paid
- $168,364,837
- Administrative expenses
- $16,070,901
- Total expenses
- $184,435,738
- Net increase / (decrease)
- $345,614
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bridgewater Associates Lp | NONE | $6,928,949 | not reported in the loaded dataset |
| Ifm Investors Pty Ltd | NONE | $0 | $1,855,426 |
| Schroder Investment Mgmnt Na Inc | NONE | $775,137 | not reported in the loaded dataset |
| Washington Capital Management | NONE | $679,077 | not reported in the loaded dataset |
| Adams Street Partners LLC | NONE | $599,103 | $0 |
| Hotchkis & Wiley Capital Management | NONE | $446,620 | $0 |
| Brandes Investment Partners Lp | NONE | $388,103 | $0 |
| Peter Crosson | EMPLOYEE | $276,982 | not reported in the loaded dataset |
| Rael & Letson | NONE | $248,561 | not reported in the loaded dataset |
| American Century Investment Mgmnt | NONE | $179,291 | $0 |
| State Street Bank & Trust Company | NONE | $165,751 | $0 |
| Mercer Investments LLC | NONE | $156,497 | not reported in the loaded dataset |
| Rv Kuhns & Associates | NONE | $149,344 | not reported in the loaded dataset |
| Cliftonlarsonallen | NONE | $117,403 | not reported in the loaded dataset |
| Sherry Borer | EMPLOYEE | $111,955 | not reported in the loaded dataset |
| Western Asset Management Co Ca LLC | NONE | $110,316 | not reported in the loaded dataset |
| Barlow Coughran Morales & Josephson | NONE | $75,382 | not reported in the loaded dataset |
| Genaro Garcia | EMPLOYEE | $73,093 | not reported in the loaded dataset |
| Catherine Laurio | EMPLOYEE | $65,946 | not reported in the loaded dataset |
| Asa Belarde | EMPLOYEE | $52,700 | not reported in the loaded dataset |
| Mary Douglas | EMPLOYEE | $50,810 | not reported in the loaded dataset |
| Sabrina Konecky | EMPLOYEE | $36,248 | not reported in the loaded dataset |
| Cassandra Bare | EMPLOYEE | $36,082 | not reported in the loaded dataset |
| Fatty Nelson | EMPLOYEE | $35,424 | not reported in the loaded dataset |
| Liez Miranda | EMPLOYEE | $34,086 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co Na | NONE | $31,922 | not reported in the loaded dataset |
| Aukema | NONE | $30,567 | not reported in the loaded dataset |
| Express Business Services | NONE | $26,944 | not reported in the loaded dataset |
| Benjamin Neff | EMPLOYEE | $23,876 | not reported in the loaded dataset |
| International Data Systems | NONE | $21,628 | not reported in the loaded dataset |
| Color Art Printing | NONE | $17,310 | not reported in the loaded dataset |
| Educational Management Assoc | NONE | $15,995 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $9,375 | not reported in the loaded dataset |
| Birch Horton Bittner | NONE | $8,643 | not reported in the loaded dataset |
| Tci Business Capital | NONE | $8,143 | not reported in the loaded dataset |
| Vital Records Control | NONE | $6,962 | not reported in the loaded dataset |
| Keepit Safe Inc | NONE | $6,938 | not reported in the loaded dataset |
| Larry Bell | TRUSTEE | $6,546 | not reported in the loaded dataset |
| On Board | NONE | $6,258 | not reported in the loaded dataset |
| Northrim Bank | NONE | $5,939 | not reported in the loaded dataset |
| Jay Rhodes | TRUSTEE | $5,800 | not reported in the loaded dataset |
| Pam Cline | TRUSTEE | $5,602 | not reported in the loaded dataset |
| Julius Matthew | TRUSTEE | $5,329 | not reported in the loaded dataset |