Employees Security Fund Of The Elec Ind Pension Plan — Form 5500 plan (Joint Pension Comm Of The Ees Sec Fund Of The Elec Prod Ind)
Plain-English plan 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, Employees Security Fund Of The Elec Ind Pension Plan is a benefit plan reported by Joint Pension Comm Of The Ees Sec Fund Of The Elec Prod Ind under EIN 13-6100907 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,566 participants and $147,564,918 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Pension Comm Of The Ees Sec Fund Of The Elec Prod Ind
- EIN
- 13-6100907
- Plan number
- 001
- Plan type
- 1
- Location
- Flushing, NY
- Latest filing year
- 2023
- Participants
- 7,566
- End-of-year plan assets
- $147,564,918
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,566 | H, C | 20241013163559NAL0024938769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $147,564,918
- Total liabilities (EOY)
- $1,803,667
- Net assets (EOY)
- $145,761,251
- Net assets (BOY)
- $143,128,511
Income & contributions
- Employer contributions
- $1,822,466
- Total contributions
- $1,822,466
- Total income / additions
- $16,041,320
Expenses & distributions
- Benefits paid
- $11,605,809
- Administrative expenses
- $1,802,771
- Total expenses
- $13,408,580
- Net increase / (decrease)
- $2,632,740
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Joint Industry Board | PLAN ADMINISTRATOR | $968,303 | not reported in the loaded dataset | 2023 |
| Smith, Graham & Co. Investment Adv. | NONE | $215,287 | not reported in the loaded dataset | 2023 |
| Milliman Inc | NONE | $98,248 | not reported in the loaded dataset | 2023 |
| Virginia & Ambinder Llp | NONE | $51,135 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust Company | NONE | $49,745 | $0 | 2023 |
| Alliant Insurance Services, Inc. | NONE | $45,438 | not reported in the loaded dataset | 2023 |
| Schroder Investment Management N.A | NONE | $45,335 | not reported in the loaded dataset | 2023 |
| American Arbitration Association | NONE | $24,625 | not reported in the loaded dataset | 2023 |
| Cohen Weiss And Simon Llp | NONE | $20,084 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $9,572 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Pension Comm Of The Ees Sec Fund Of The Elec Prod Ind
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Flushing, NY
- Joint Industry Board — Schedule C compensation
- Smith, Graham & Co. Investment Adv. — Schedule C compensation
- Milliman Inc — Schedule C compensation
- Virginia & Ambinder Llp — Schedule C compensation
- State Street Bank & Trust Company — Schedule C compensation
- Alliant Insurance Services, Inc. — Schedule C compensation
- Schroder Investment Management N.A — Schedule C compensation
- American Arbitration Association — Schedule C compensation
- Cohen Weiss And Simon Llp — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation