Electrician'S Retirement Fund — Form 5500 plan (The Building Industry Electrical Contractors Association, Inc.)
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, Electrician'S Retirement Fund is a benefit plan reported by The Building Industry Electrical Contractors Association, Inc. under EIN 26-1140509 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,155 participants and $204,392,390 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Building Industry Electrical Contractors Association, Inc.
- EIN
- 26-1140509
- Plan number
- 001
- Plan type
- 1
- Location
- Holtsville, NY
- Latest filing year
- 2023
- Participants
- 2,155
- End-of-year plan assets
- $204,392,390
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,155 | H, C | 20241015095428NAL0047268960002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $204,392,390
- Total liabilities (EOY)
- $122,438
- Net assets (EOY)
- $204,269,952
- Net assets (BOY)
- $174,176,602
Income & contributions
- Employer contributions
- $8,836,026
- Total contributions
- $8,836,026
- Total income / additions
- $35,168,474
Expenses & distributions
- Benefits paid
- $3,648,021
- Administrative expenses
- $1,427,103
- Total expenses
- $5,075,124
- Net increase / (decrease)
- $30,093,350
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dickinson Group, LLC | NONE | $180,868 | not reported in the loaded dataset | 2023 |
| Slevin & Hart, Pc | NONE | $88,063 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $83,309 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management | NONE | $68,930 | $0 | 2023 |
| Eric Olynik | TRUSTEE | $48,915 | not reported in the loaded dataset | 2023 |
| Frank Rappo | TRUSTEE | $48,915 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services, LLC | NONE | $42,500 | not reported in the loaded dataset | 2023 |
| Sage Advisory Services | NONE | $36,982 | not reported in the loaded dataset | 2023 |
| Costarothbort Cpa LLC | NONE | $35,874 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $33,901 | not reported in the loaded dataset | 2023 |
| Barnes, Iaccarino, Shepherd, Llp | NONE | $27,764 | not reported in the loaded dataset | 2023 |
| Wilmington Trust, N.A. | NONE | $5,969 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Building Industry Electrical Contractors Association, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Holtsville, NY
- Dickinson Group, LLC — Schedule C compensation
- Slevin & Hart, Pc — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Lazard Asset Management — Schedule C compensation
- Eric Olynik — Schedule C compensation
- Frank Rappo — Schedule C compensation
- Reynolds Consulting Services, LLC — Schedule C compensation
- Sage Advisory Services — Schedule C compensation
- Costarothbort Cpa LLC — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Barnes, Iaccarino, Shepherd, Llp — Schedule C compensation
- Wilmington Trust, N.A. — Schedule C compensation