Plan5500

Allete And Affiliated Companies Master Pension Trust — Form 5500 plan (Allete, Inc. & Affiliated Companies)

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, Allete And Affiliated Companies Master Pension Trust is a benefit plan reported by Allete, Inc. & Affiliated Companies under EIN 41-0418150 and plan number 004. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $590,945,188 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Allete, Inc. & Affiliated Companies
EIN
41-0418150
Plan number
004
Plan type
4
Location
Duluth, MN
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$590,945,188

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241014155339NAL0015248403003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$590,945,188
Total liabilities (EOY)
$1,582,584
Net assets (EOY)
$589,362,604
Net assets (BOY)
$568,619,728

Income & contributions

Total income / additions
-$271,537,342

Expenses & distributions

Administrative expenses
$366,221
Total expenses
$366,221
Net increase / (decrease)
-$271,903,563

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jp Morgan Asset ManagementINVESTMENT MANAGEMENT$220,603not reported in the loaded dataset2023
Pimco Investment ManagementINVESTMENT MANAGER$145,433not reported in the loaded dataset2023

Related Form 5500 pages