Green Bay Electrical Workers Pension Plan — Form 5500 plan (Green Bay Electrical Workers)
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, Green Bay Electrical Workers Pension Plan is a benefit plan reported by Green Bay Electrical Workers under EIN 39-0940777 and plan number 001. The latest loaded filing year is 2023. The filing reports 937 participants and $156,815,875 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Green Bay Electrical Workers
- EIN
- 39-0940777
- Plan number
- 001
- Plan type
- 1
- Location
- Green Bay, WI
- Latest filing year
- 2023
- Participants
- 937
- End-of-year plan assets
- $156,815,875
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 937 | H, C | 20241210142653NAL0006394883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $156,815,875
- Total liabilities (EOY)
- $98,749
- Net assets (EOY)
- $156,717,126
- Net assets (BOY)
- $135,089,209
Income & contributions
- Employer contributions
- $6,870,847
- Participant contributions
- $524,917
- Total contributions
- $7,395,764
- Total income / additions
- $29,107,277
Expenses & distributions
- Benefits paid
- $7,255,457
- Administrative expenses
- $223,903
- Total expenses
- $7,479,360
- Net increase / (decrease)
- $21,627,917
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Reinhart Boerner Van Deuren Norris | NONE | $43,278 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $37,836 | $0 | 2023 |
| Andco Consulting LLC | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Bauman Associates Ltd | NONE | $20,960 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Green Bay Electrical Workers
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Green Bay, WI
- Reinhart Boerner Van Deuren Norris — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Andco Consulting LLC — Schedule C compensation
- Bauman Associates Ltd — Schedule C compensation