2023 Form 5500 filing — Engineers Agc Pension Plan Of The Inland Empire
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 20241014152310NAL0027698545005) for Engineers Agc Pension Plan Of The Inland Empire, reported by Engineers Agc Pension under EIN 91-6070237 and plan number 001. It reports 3,232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014152310NAL0027698545005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Engineers Agc Pension
- EIN
- 91-6070237
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 3,232
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $198,990,988
- Total liabilities (EOY)
- $162,248
- Net assets (EOY)
- $198,828,740
- Employer contributions
- $15,501,358
- Total income / additions
- $25,988,821
- Benefits paid
- $17,631,244
- Administrative expenses
- $1,678,819
- Total expenses
- $19,310,063
- Net increase / (decrease)
- $6,678,758
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Washington Capital Management | NONE | $294,119 | not reported in the loaded dataset |
| Welfare And Pension Admin Service | NONE | $280,202 | not reported in the loaded dataset |
| Delaware Investments | NONE | $199,197 | not reported in the loaded dataset |
| Milliman | NONE | $165,451 | not reported in the loaded dataset |
| Ullico | NONE | $150,568 | not reported in the loaded dataset |
| Harding Loevner | NONE | $107,218 | not reported in the loaded dataset |
| Us Bank | NONE | $95,607 | $0 |
| Segal Marco Advisors | NONE | $70,000 | not reported in the loaded dataset |
| Marsh & Mclennan Agency | NONE | $63,273 | not reported in the loaded dataset |
| Fiera Capital, Inc. | NONE | $50,034 | not reported in the loaded dataset |
| Anastasi, Moore & Martin | NONE | $33,322 | not reported in the loaded dataset |
| Turner, Stoeve & Gagliardi | NONE | $31,903 | not reported in the loaded dataset |
| American Arbitration Association | NONE | $5,629 | not reported in the loaded dataset |