2023 Form 5500 filing — Carolina Electrical Workers Retirement Fund
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 20241015162349NAL0030329121004) for Carolina Electrical Workers Retirement Fund, reported by Board Of Trustees Of Carolina Electrical Workers Retirement Fund under EIN 56-1351864 and plan number 001. It reports 5,806 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162349NAL0030329121004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Carolina Electrical Workers Retirement Fund
- EIN
- 56-1351864
- Plan number
- 001
- Location
- Salt Lake City, UT
- Participants
- 5,806
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $136,089,737
- Total liabilities (EOY)
- $83,656
- Net assets (EOY)
- $136,006,081
- Employer contributions
- $8,470,558
- Total income / additions
- $19,353,862
- Benefits paid
- $9,675,699
- Administrative expenses
- $1,076,393
- Total expenses
- $10,752,092
- Net increase / (decrease)
- $8,601,770
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Intercontinental Real Estate | NONE | $166,339 | not reported in the loaded dataset |
| Sierra Investment Partners, Inc. | NONE | $152,380 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $115,376 | $0 |
| Wedge Capital | NONE | $97,587 | $0 |
| Smith, Graham & Co. Investment Advi | NONE | $93,446 | $0 |
| Hardman Johnston Global Advisors Ll | NONE | $78,161 | not reported in the loaded dataset |
| Compusys | NONE | $70,800 | not reported in the loaded dataset |
| Branstetter, Stranch & Jennings | NONE | $50,952 | not reported in the loaded dataset |
| Blackrock Inst. Trust Co. | NONE | $43,110 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $42,907 | not reported in the loaded dataset |
| Jpmorgan Chase Bank, N.A. | NONE | $34,693 | not reported in the loaded dataset |
| Asb Capital Management LLC | NONE | $28,666 | not reported in the loaded dataset |
| Richmond Capital | NONE | $14,003 | not reported in the loaded dataset |
| Us Bank | NONE | $13,016 | $0 |