Michiana Area Electrical Workers Pension Fund — Form 5500 plan (Board Of Trustees Michiana Area Electrical Workers Pension Fund)
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, Michiana Area Electrical Workers Pension Fund is a benefit plan reported by Board Of Trustees Michiana Area Electrical Workers Pension Fund under EIN 35-6269273 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,714 participants and $206,430,002 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Michiana Area Electrical Workers Pension Fund
- EIN
- 35-6269273
- Plan number
- 001
- Plan type
- 1
- Location
- Lansing, MI
- Latest filing year
- 2023
- Participants
- 1,714
- End-of-year plan assets
- $206,430,002
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,714 | H, C | 20250409104507NAL0022098129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $206,430,002
- Total liabilities (EOY)
- $1,792,052
- Net assets (EOY)
- $204,637,950
- Net assets (BOY)
- $187,002,854
Income & contributions
- Employer contributions
- $10,873,185
- Total contributions
- $10,873,185
- Total income / additions
- $30,474,295
Expenses & distributions
- Benefits paid
- $11,794,781
- Administrative expenses
- $1,044,418
- Total expenses
- $12,839,199
- Net increase / (decrease)
- $17,635,096
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney, Inc | NONE | $150,064 | $0 | 2023 |
| Strong Capital Management | NONE | $129,311 | $0 | 2023 |
| Lazard Asset Management | NONE | $104,596 | $0 | 2023 |
| Boston Partners | NONE | $94,232 | not reported in the loaded dataset | 2023 |
| Foundry Partners | NONE | $64,223 | not reported in the loaded dataset | 2023 |
| Tic Internantional Corpoation | NONE | $62,776 | not reported in the loaded dataset | 2023 |
| Silvercrest Asset Management | NONE | $50,517 | not reported in the loaded dataset | 2023 |
| Amalga Trust Company | NONE | $47,361 | $0 | 2023 |
| Cheiron, Inc. | NONE | $36,480 | not reported in the loaded dataset | 2023 |
| Polen Capital Management | NONE | $36,047 | not reported in the loaded dataset | 2023 |
| Fiera Capital | NONE | $34,857 | not reported in the loaded dataset | 2023 |
| Benda, Grace, Stulz & Company, P.C. | NONE | $24,100 | not reported in the loaded dataset | 2023 |
| May Oberfell & Lorber | NONE | $18,190 | not reported in the loaded dataset | 2023 |
| Ledbetter Parisi, LLC | NONE | $15,758 | not reported in the loaded dataset | 2023 |
| Marco Consulting Group | NONE | $6,162 | not reported in the loaded dataset | 2023 |
| Trade Solutions | not reported in the loaded dataset | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Michiana Area Electrical Workers Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Lansing, MI
- Morgan Stanley Smith Barney, Inc — Schedule C compensation
- Strong Capital Management — Schedule C compensation
- Lazard Asset Management — Schedule C compensation
- Boston Partners — Schedule C compensation
- Foundry Partners — Schedule C compensation
- Tic Internantional Corpoation — Schedule C compensation
- Silvercrest Asset Management — Schedule C compensation
- Amalga Trust Company — Schedule C compensation
- Cheiron, Inc. — Schedule C compensation
- Polen Capital Management — Schedule C compensation
- Fiera Capital — Schedule C compensation
- Benda, Grace, Stulz & Company, P.C. — Schedule C compensation
- May Oberfell & Lorber — Schedule C compensation
- Ledbetter Parisi, LLC — Schedule C compensation
- Marco Consulting Group — Schedule C compensation
- Trade Solutions — Schedule C compensation