2023 Form 5500 filing — Employees Security Fund Of The Elec Ind 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 20241013163559NAL0024938769001) for Employees Security Fund Of The Elec Ind Pension Plan, reported by Joint Pension Comm Of The Ees Sec Fund Of The Elec Prod Ind under EIN 13-6100907 and plan number 001. It reports 7,566 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013163559NAL0024938769001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Pension Comm Of The Ees Sec Fund Of The Elec Prod Ind
- EIN
- 13-6100907
- Plan number
- 001
- Location
- Flushing, NY
- Participants
- 7,566
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $147,564,918
- Total liabilities (EOY)
- $1,803,667
- Net assets (EOY)
- $145,761,251
- Employer contributions
- $1,822,466
- Total income / additions
- $16,041,320
- Benefits paid
- $11,605,809
- Administrative expenses
- $1,802,771
- Total expenses
- $13,408,580
- Net increase / (decrease)
- $2,632,740
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Joint Industry Board | PLAN ADMINISTRATOR | $968,303 | not reported in the loaded dataset |
| Smith, Graham & Co. Investment Adv. | NONE | $215,287 | not reported in the loaded dataset |
| Milliman Inc | NONE | $98,248 | not reported in the loaded dataset |
| Virginia & Ambinder Llp | NONE | $51,135 | not reported in the loaded dataset |
| State Street Bank & Trust Company | NONE | $49,745 | $0 |
| Alliant Insurance Services, Inc. | NONE | $45,438 | not reported in the loaded dataset |
| Schroder Investment Management N.A | NONE | $45,335 | not reported in the loaded dataset |
| American Arbitration Association | NONE | $24,625 | not reported in the loaded dataset |
| Cohen Weiss And Simon Llp | NONE | $20,084 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $9,572 | not reported in the loaded dataset |