2023 Form 5500 filing — Puget Sound 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 20250310155700NAL0016389841001) for Puget Sound Electrical Workers Pension Plan, reported by Board Of Trustees, Puget Sound Electrical Workers Pension Trust under EIN 91-6180333 and plan number 001. It reports 8,811 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250310155700NAL0016389841001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Puget Sound Electrical Workers Pension Trust
- EIN
- 91-6180333
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 8,811
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,255,679,903
- Total liabilities (EOY)
- $20,278,852
- Net assets (EOY)
- $1,235,401,051
- Employer contributions
- $58,471,752
- Total income / additions
- $200,679,937
- Benefits paid
- $64,715,044
- Administrative expenses
- $4,551,542
- Total expenses
- $69,266,586
- Net increase / (decrease)
- $131,413,351
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Welfare & Pension Admin. Service | NONE | $1,489,529 | not reported in the loaded dataset |
| Washington Capital Management, Inc. | NONE | $1,394,294 | not reported in the loaded dataset |
| William Blair Investment Mgmt | NONE | $324,725 | $0 |
| Deprince Race & Zollo, Inc. | NONE | $320,874 | $0 |
| Rael & Letson | NONE | $177,828 | not reported in the loaded dataset |
| Verus Advisory, Inc. | NONE | $105,000 | not reported in the loaded dataset |
| Invesco Trust Company | NONE | $92,326 | $0 |
| Barlow Coughran Morales & Josephson | NONE | $80,573 | not reported in the loaded dataset |
| Us Bank | NONE | $72,527 | $0 |
| State Street Global Advisors Trust | NONE | $60,146 | $471 |
| Cliftonlarsonallen Llp | NONE | $37,868 | not reported in the loaded dataset |