Electrical Workers Local No. 292 Defined Contribution And 401k Plan — Form 5500 plan (Trustees Electrical Workers Local No.292 Defined Contribution And 401k)
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 Local No. 292 Defined Contribution And 401k Plan is a benefit plan reported by Trustees Electrical Workers Local No.292 Defined Contribution And 401k under EIN 41-1760754 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,055 participants and $1,108,172,485 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Electrical Workers Local No.292 Defined Contribution And 401k
- EIN
- 41-1760754
- Plan number
- 002
- Plan type
- 1
- Location
- Brooklyn Park, MN
- Latest filing year
- 2023
- Participants
- 6,055
- End-of-year plan assets
- $1,108,172,485
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,055 | H, C | 20250214134211NAL0024785073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,108,172,485
- Total liabilities (EOY)
- $1,905,689
- Net assets (EOY)
- $1,106,266,796
- Net assets (BOY)
- $994,743,187
Income & contributions
- Employer contributions
- $30,825,125
- Participant contributions
- $13,286,404
- Total contributions
- $44,920,040
- Total income / additions
- $160,923,763
Expenses & distributions
- Benefits paid
- $47,645,320
- Administrative expenses
- $1,754,834
- Total expenses
- $49,400,154
- Net increase / (decrease)
- $111,523,609
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| I.B.E.W. 292 Health Care Plan | RELATED FUND | $380,653 | not reported in the loaded dataset | 2023 |
| John Hancock Investment Mgmt Scvs | NONE | $345,449 | $0 | 2023 |
| Wedge Capital Management | NONE | $221,240 | $0 | 2023 |
| Smith Group Asset Management, LLC | NONE | $151,878 | $0 | 2023 |
| Shumaker Loop & Kendrick, Llp | NONE | $92,158 | not reported in the loaded dataset | 2023 |
| Galliard Capital Management, LLC | NONE | $81,765 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank, Na | NONE | $80,967 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $77,000 | not reported in the loaded dataset | 2023 |
| Kutak Rock Llp | NONE | $47,859 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $26,048 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Electrical Workers Local No.292 Defined Contribution And 401k
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Brooklyn Park, MN
- I.B.E.W. 292 Health Care Plan — Schedule C compensation
- John Hancock Investment Mgmt Scvs — Schedule C compensation
- Wedge Capital Management — Schedule C compensation
- Smith Group Asset Management, LLC — Schedule C compensation
- Shumaker Loop & Kendrick, Llp — Schedule C compensation
- Galliard Capital Management, LLC — Schedule C compensation
- Bmo Harris Bank, Na — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Kutak Rock Llp — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation