2023 Form 5500 filing — Board Of Electrical Workers Local #26 I.A. Individual Account 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 20241015135510NAL0028655505001) for Board Of Electrical Workers Local #26 I.A. Individual Account Plan, reported by Bd Of Trustees For Electrical Wkrs Loc No. 26 Individual Account Fund under EIN 52-1250801 and plan number 001. It reports 12,506 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135510NAL0028655505001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees For Electrical Wkrs Loc No. 26 Individual Account Fund
- EIN
- 52-1250801
- Plan number
- 001
- Location
- Lanham, MD
- Participants
- 12,506
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,133,047,061
- Total liabilities (EOY)
- $468,490
- Net assets (EOY)
- $1,132,578,571
- Employer contributions
- $51,898,810
- Total income / additions
- $237,630,778
- Benefits paid
- $51,689,696
- Administrative expenses
- $1,129,642
- Total expenses
- $52,819,338
- Net increase / (decrease)
- $184,811,440
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Invmts. Inst. Operations | SERVICE PROVIDER | $601,968 | $0 |
| Electrical Welfare Trust Fund | SERVICE PROVIDER | $241,180 | not reported in the loaded dataset |
| Sarfino And Rhoades, Llp | SERVICE PROVIDER | $54,325 | not reported in the loaded dataset |
| Segal Marco Advisors | SERVICE PROVIDER | $51,500 | not reported in the loaded dataset |
| O'Donoghue And O'Donoghue | SERVICE PROVIDER | $23,561 | not reported in the loaded dataset |
| Slevin & Hart P.C. | SERVICE PROVIDER | $11,841 | not reported in the loaded dataset |