2023 Form 5500 filing — Electrical Workers Local No. 292 Supplemental Unemp Benefit 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 20250214133743NAL0047894802001) for Electrical Workers Local No. 292 Supplemental Unemp Benefit Plan, reported by Trustees Electrical Workers Local No.292 Supplemental Unemp Benefit Pl under EIN 41-1876011 and plan number 502. It reports 4,551 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$14.1MReported net assets$14,091,282
Participants4.6K4,551
Provider compensation$211.6K3 Schedule C row(s)$211,612
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250214133743NAL0047894802001
Plan sponsor
Trustees Electrical Workers Local No.292 Supplemental Unemp Benefit Pl
EIN
41-1876011
Plan number
502
Location
Brooklyn Park, MN
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$14.1M total assets
Net assets$14.1MLiabilities$44K
Money in vs. money out
Total income / additions$1.6M
Total expenses$1.3M
Benefits paid / distributions$1.1M
Contributions
Employer$1.2M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$14,135,282
Total liabilities (EOY)
$44,000
Net assets (EOY)
$14,091,282
Employer contributions
$1,219,925
Total income / additions
$1,559,378
Benefits paid
$1,082,856
Administrative expenses
$224,989
Total expenses
$1,307,845
Net increase / (decrease)
$251,533

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
I.B.E.W. 292 Health Care PlanRELATED FUND$190,064not reported in the loaded dataset
Legacy Professionals LlpNONE$14,548not reported in the loaded dataset
Segal Advisors, Inc.NONE$7,000not reported in the loaded dataset

Related Form 5500 pages