2023 Form 5500 filing — Pension, Hospitalization & Benefit Plan Of The Electrical Industry - Pension Trust Acct
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 20250715095625NAL0001919585001) for Pension, Hospitalization & Benefit Plan Of The Electrical Industry - Pension Trust Acct, reported by Bd Of Tr Of The Pension, Hosp & Benefit Pl Of The Elec Ind-Pension under EIN 13-6123601 and plan number 001. It reports 40,780 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715095625NAL0001919585001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Tr Of The Pension, Hosp & Benefit Pl Of The Elec Ind-Pension
- EIN
- 13-6123601
- Plan number
- 001
- Location
- Flushing, NY
- Participants
- 40,780
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,982,958,936
- Total liabilities (EOY)
- $46,095,121
- Net assets (EOY)
- $4,936,863,815
- Employer contributions
- $163,276,556
- Total income / additions
- $903,432,817
- Benefits paid
- $319,668,845
- Administrative expenses
- $26,732,413
- Total expenses
- $346,401,258
- Net increase / (decrease)
- $557,031,559
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Joint Industry Board | PLAN ADMINISTRATOR | $7,247,099 | not reported in the loaded dataset |
| Columbia Mgt Investment Advisers | NONE | $1,080,772 | $1,098,296 |
| State Street Bank & Trust Company | NONE | $1,816,358 | $0 |
| Blackrock Institutional Trust Co Na | NONE | $1,358,426 | $0 |
| Alliant Insurance Services, Inc. | NONE | $661,764 | not reported in the loaded dataset |
| New York Life Insurance Co | NONE | $538,474 | not reported in the loaded dataset |
| Insight North America, LLC | NONE | $531,105 | not reported in the loaded dataset |
| National Real Estate Advisors, LLC | NONE | $473,008 | not reported in the loaded dataset |
| Prudential Insurance Co Of America | NONE | $354,017 | $0 |
| Schroder Investment Management N.A | NONE | $319,679 | not reported in the loaded dataset |
| Asb Capital Management LLC | NONE | $301,773 | not reported in the loaded dataset |
| Milliman Inc | NONE | $204,402 | not reported in the loaded dataset |
| Proskauer Rose Llp | NONE | $139,760 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $134,470 | not reported in the loaded dataset |
| Virginia & Ambinder, Llp | NONE | $92,508 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $86,836 | not reported in the loaded dataset |
| Seix Investments Advisors LLC | NONE | $82,505 | not reported in the loaded dataset |
| Cohen Weiss And Simon Llp | NONE | $71,085 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $66,131 | not reported in the loaded dataset |
| Morgan Stanley Investment Mgmt | NONE | $50,304 | not reported in the loaded dataset |
| Deutsche Bank | NONE | $35,191 | not reported in the loaded dataset |
| Sovos Compliance LLC | NONE | $29,478 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $27,634 | $0 |
| The Segal Company | NONE | $7,068 | not reported in the loaded dataset |
| Stepstone Group Real Estate Lp | NONE | $6,721 | not reported in the loaded dataset |
| American Arbitration Association | NONE | $6,585 | not reported in the loaded dataset |