Annuity Plan Of The Electrical Industry — Form 5500 plan (Board Of Trustees Of The Annuity Plan Of The Electrical Industry)
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, Annuity Plan Of The Electrical Industry is a benefit plan reported by Board Of Trustees Of The Annuity Plan Of The Electrical Industry under EIN 13-6123600 and plan number 003. The latest loaded filing year is 2023. The filing reports 41,103 participants and $2,210,433,172 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Annuity Plan Of The Electrical Industry
- EIN
- 13-6123600
- Plan number
- 003
- Plan type
- 1
- Location
- Flushing, NY
- Latest filing year
- 2023
- Participants
- 41,103
- End-of-year plan assets
- $2,210,433,172
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 41,103 | H, C | 20250710141533NAL0008764112001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,210,433,172
- Total liabilities (EOY)
- $22,453,942
- Net assets (EOY)
- $2,187,979,230
- Net assets (BOY)
- $1,961,194,482
Income & contributions
- Employer contributions
- $93,660,636
- Total contributions
- $93,660,636
- Total income / additions
- $378,135,356
Expenses & distributions
- Benefits paid
- $144,589,996
- Administrative expenses
- $6,760,612
- Total expenses
- $151,350,608
- Net increase / (decrease)
- $226,784,748
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Joint Industry Board | PLAN ADMINISTRATOR | $3,909,876 | not reported in the loaded dataset | 2023 |
| Seix Investments Advisors LLC | NONE | $338,315 | not reported in the loaded dataset | 2023 |
| Asb Capital Management LLC | NONE | $297,543 | not reported in the loaded dataset | 2023 |
| Pgim, Inc. | NONE | $296,425 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co Na | NONE | $280,728 | $0 | 2023 |
| State Street Bank & Trust Co | NONE | $253,433 | $0 | 2023 |
| New York Life Insurance Co | NONE | $218,389 | not reported in the loaded dataset | 2023 |
| Principal Global Investors LLC | NONE | $200,662 | not reported in the loaded dataset | 2023 |
| Insight North America LLC | NONE | $150,128 | not reported in the loaded dataset | 2023 |
| H&H Graphic Printing Communications | NONE | $98,698 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Services, Inc. | NONE | $68,601 | not reported in the loaded dataset | 2023 |
| Segal Marco | NONE | $39,344 | not reported in the loaded dataset | 2023 |
| Deutsche Bank | NONE | $26,833 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $14,801 | not reported in the loaded dataset | 2023 |
| Sovos Compliance LLC | NONE | $13,825 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $6,284 | $0 | 2023 |
| Empower Retirement LLC | NONE | $6,000 | not reported in the loaded dataset | 2023 |
| Cohen Weiss And Simon Llp | NONE | $5,751 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Annuity Plan Of The Electrical Industry
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Flushing, NY
- Joint Industry Board — Schedule C compensation
- Seix Investments Advisors LLC — Schedule C compensation
- Asb Capital Management LLC — Schedule C compensation
- Pgim, Inc. — Schedule C compensation
- Blackrock Institutional Trust Co Na — Schedule C compensation
- State Street Bank & Trust Co — Schedule C compensation
- New York Life Insurance Co — Schedule C compensation
- Principal Global Investors LLC — Schedule C compensation
- Insight North America LLC — Schedule C compensation
- H&H Graphic Printing Communications — Schedule C compensation
- Alliant Insurance Services, Inc. — Schedule C compensation
- Segal Marco — Schedule C compensation
- Deutsche Bank — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Sovos Compliance LLC — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Empower Retirement LLC — Schedule C compensation
- Cohen Weiss And Simon Llp — Schedule C compensation