Electrical Workers Local No. 292 Pension Plan — Form 5500 plan (Trustees Electrical Workers Local No.292 Pension Plan)
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 Pension Plan is a benefit plan reported by Trustees Electrical Workers Local No.292 Pension Plan under EIN 41-6035616 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,020 participants and $417,086,116 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Electrical Workers Local No.292 Pension Plan
- EIN
- 41-6035616
- Plan number
- 001
- Plan type
- 1
- Location
- Brooklyn Park, MN
- Latest filing year
- 2023
- Participants
- 5,020
- End-of-year plan assets
- $417,086,116
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,020 | H, C | 20250214134102NAL0041005232001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $417,086,116
- Total liabilities (EOY)
- $142,166
- Net assets (EOY)
- $416,943,950
- Net assets (BOY)
- $386,095,093
Income & contributions
- Employer contributions
- $20,210,971
- Total contributions
- $20,210,971
- Total income / additions
- $53,081,857
Expenses & distributions
- Benefits paid
- $20,486,586
- Administrative expenses
- $1,746,414
- Total expenses
- $22,233,000
- Net increase / (decrease)
- $30,848,857
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ibew Local 292 Health Care Plan | RELATED FUND | $361,488 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management Llp | NONE | $172,160 | $0 | 2023 |
| Boston Trust Walden Company | NONE | $150,520 | $0 | 2023 |
| Union Bank And Trust | NONE | $110,068 | $0 | 2023 |
| Galliard Capital Management LLC | NONE | $99,999 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company | NONE | $98,764 | $0 | 2023 |
| Marathon Asset Management Limited | NONE | $85,236 | not reported in the loaded dataset | 2023 |
| Ullico Infrastructure | NONE | $79,005 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $65,000 | not reported in the loaded dataset | 2023 |
| Smith Group Asset Management | NONE | $59,862 | $0 | 2023 |
| United Actuarial Services | NONE | $52,750 | not reported in the loaded dataset | 2023 |
| Shumaker Loop & Kendrick Llp | NONE | $52,573 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $33,463 | not reported in the loaded dataset | 2023 |
| Fidelity | NONE | $25,423 | $0 | 2023 |
| Kutak Rock Llp | NONE | $18,810 | not reported in the loaded dataset | 2023 |
| Insight North America LLC | NONE | $18,663 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Advisors, LLC | NONE | $10,548 | $0 | 2023 |
| Loomis Sayles Trust Company | NONE | $9,310 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Electrical Workers Local No.292 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Brooklyn Park, MN
- Ibew Local 292 Health Care Plan — Schedule C compensation
- Wedge Capital Management Llp — Schedule C compensation
- Boston Trust Walden Company — Schedule C compensation
- Union Bank And Trust — Schedule C compensation
- Galliard Capital Management LLC — Schedule C compensation
- Wellington Trust Company — Schedule C compensation
- Marathon Asset Management Limited — Schedule C compensation
- Ullico Infrastructure — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Smith Group Asset Management — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Shumaker Loop & Kendrick Llp — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Fidelity — Schedule C compensation
- Kutak Rock Llp — Schedule C compensation
- Insight North America LLC — Schedule C compensation
- Hamilton Lane Advisors, LLC — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation