2023 Form 5500 filing — Annuity Plan Of The Electrical Industry
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 20250710141533NAL0008764112001) for Annuity Plan Of The Electrical Industry, reported by Board Of Trustees Of The Annuity Plan Of The Electrical Industry under EIN 13-6123600 and plan number 003. It reports 41,103 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250710141533NAL0008764112001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Annuity Plan Of The Electrical Industry
- EIN
- 13-6123600
- Plan number
- 003
- Location
- Flushing, NY
- Participants
- 41,103
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,210,433,172
- Total liabilities (EOY)
- $22,453,942
- Net assets (EOY)
- $2,187,979,230
- Employer contributions
- $93,660,636
- Total income / additions
- $378,135,356
- Benefits paid
- $144,589,996
- Administrative expenses
- $6,760,612
- Total expenses
- $151,350,608
- Net increase / (decrease)
- $226,784,748
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Joint Industry Board | PLAN ADMINISTRATOR | $3,909,876 | not reported in the loaded dataset |
| Seix Investments Advisors LLC | NONE | $338,315 | not reported in the loaded dataset |
| Asb Capital Management LLC | NONE | $297,543 | not reported in the loaded dataset |
| Pgim, Inc. | NONE | $296,425 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co Na | NONE | $280,728 | $0 |
| State Street Bank & Trust Co | NONE | $253,433 | $0 |
| New York Life Insurance Co | NONE | $218,389 | not reported in the loaded dataset |
| Principal Global Investors LLC | NONE | $200,662 | not reported in the loaded dataset |
| Insight North America LLC | NONE | $150,128 | not reported in the loaded dataset |
| H&H Graphic Printing Communications | NONE | $98,698 | not reported in the loaded dataset |
| Alliant Insurance Services, Inc. | NONE | $68,601 | not reported in the loaded dataset |
| Segal Marco | NONE | $39,344 | not reported in the loaded dataset |
| Deutsche Bank | NONE | $26,833 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $14,801 | not reported in the loaded dataset |
| Sovos Compliance LLC | NONE | $13,825 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $6,284 | $0 |
| Empower Retirement LLC | NONE | $6,000 | not reported in the loaded dataset |
| Cohen Weiss And Simon Llp | NONE | $5,751 | not reported in the loaded dataset |