Electrical Workers Pension Trust Fund Of Local Union No. 58 - Ibew — Form 5500 plan (The Board Of Trustees Of The Electrical Workers Pension Trust)
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, Electrical Workers Pension Trust Fund Of Local Union No. 58 - Ibew is a benefit plan reported by The Board Of Trustees Of The Electrical Workers Pension Trust under EIN 38-6080404 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,529 participants and $888,485,059 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Board Of Trustees Of The Electrical Workers Pension Trust
- EIN
- 38-6080404
- Plan number
- 001
- Plan type
- 1
- Location
- Madison Heights, MI
- Latest filing year
- 2023
- Participants
- 8,529
- End-of-year plan assets
- $888,485,059
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,529 | H, C | 20241014074512NAL0012980931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $888,485,059
- Total liabilities (EOY)
- $21,334,022
- Net assets (EOY)
- $867,151,037
- Net assets (BOY)
- $798,293,398
Income & contributions
- Employer contributions
- $70,098,722
- Total contributions
- $70,113,864
- Total income / additions
- $138,024,568
Expenses & distributions
- Benefits paid
- $66,341,595
- Administrative expenses
- $2,825,334
- Total expenses
- $69,166,929
- Net increase / (decrease)
- $68,857,639
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Clarkston Capital Partners | NONE | $469,107 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $438,203 | not reported in the loaded dataset | 2023 |
| Hamlin Capital Management, LLC | NONE | $354,001 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company | NONE | $194,831 | not reported in the loaded dataset | 2023 |
| Seizert Capital Partners | NONE | $116,260 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $114,167 | $0 | 2023 |
| Bettye Naegeli | EMPLOYEE (WAGES PAID) | $76,208 | not reported in the loaded dataset | 2023 |
| Madison Investments | NONE | $74,158 | not reported in the loaded dataset | 2023 |
| Rachel Rupard | EMPLOYEE (WAGES PAID) | $69,000 | not reported in the loaded dataset | 2023 |
| E Craig Young | EMPLOYEE (WAGES PAID) | $65,564 | not reported in the loaded dataset | 2023 |
| Benesys Inc | NONE | $50,991 | not reported in the loaded dataset | 2023 |
| Mcclain Smith & Wenz Pc | AUDITOR OF PARENT ORGANIZ | $45,166 | not reported in the loaded dataset | 2023 |
| United Actuarial Services Inc | NONE | $36,600 | not reported in the loaded dataset | 2023 |
| Sarah Padgett | EMPLOYEE (WAGES PAID) | $33,738 | not reported in the loaded dataset | 2023 |
| Auxiom | NONE | $22,010 | not reported in the loaded dataset | 2023 |
| Solxsys Administrative Solutions | NONE | $19,350 | not reported in the loaded dataset | 2023 |
| Watkins Pawlick Calati & Prifti, Pc | NONE | $16,966 | not reported in the loaded dataset | 2023 |
| Union Services Agency | NONE | $7,734 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Board Of Trustees Of The Electrical Workers Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Madison Heights, MI
- Clarkston Capital Partners — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Hamlin Capital Management, LLC — Schedule C compensation
- Loomis Sayles & Company — Schedule C compensation
- Seizert Capital Partners — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Bettye Naegeli — Schedule C compensation
- Madison Investments — Schedule C compensation
- Rachel Rupard — Schedule C compensation
- E Craig Young — Schedule C compensation
- Benesys Inc — Schedule C compensation
- Mcclain Smith & Wenz Pc — Schedule C compensation
- United Actuarial Services Inc — Schedule C compensation
- Sarah Padgett — Schedule C compensation
- Auxiom — Schedule C compensation
- Solxsys Administrative Solutions — Schedule C compensation
- Watkins Pawlick Calati & Prifti, Pc — Schedule C compensation
- Union Services Agency — Schedule C compensation