2023 Form 5500 filing — South Florida Electrical Workers 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 20241015115510NAL0028277489001) for South Florida Electrical Workers Pension Plan, reported by Trustees Of South Florida Electrical Workers Pension Plan under EIN 59-6230530 and plan number 001. It reports 2,396 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015115510NAL0028277489001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of South Florida Electrical Workers Pension Plan
- EIN
- 59-6230530
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 2,396
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $133,223,868
- Total liabilities (EOY)
- $6,193
- Net assets (EOY)
- $133,217,675
- Employer contributions
- $6,486,337
- Total income / additions
- $24,591,016
- Benefits paid
- $9,451,902
- Administrative expenses
- $1,097,576
- Total expenses
- $10,549,478
- Net increase / (decrease)
- $14,041,538
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alan Eichenbaum | NONE | $182,500 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | NONE | $171,550 | not reported in the loaded dataset |
| Southwest Service Administrators | NONE | $156,547 | not reported in the loaded dataset |
| Bellows Associates, P.A. | NONE | $101,668 | not reported in the loaded dataset |
| The Segal Company | NONE | $68,765 | not reported in the loaded dataset |
| Boyd Watterson Asset Management | NONE | $65,644 | not reported in the loaded dataset |
| Bahl & Gaynor Investment Council | NONE | $52,387 | $0 |
| Great Lake Advisors | NONE | $37,727 | not reported in the loaded dataset |
| Seizert Capital Partners | NONE | $34,506 | $0 |
| Chevy Chase Trust Company | NONE | $33,230 | not reported in the loaded dataset |
| Pnc | NONE | $32,282 | not reported in the loaded dataset |
| United Members Insurance, Inc. | NONE | $20,478 | $0 |
| The Bank Of New York Mellon | NONE | $8,556 | not reported in the loaded dataset |