Electrical Workers Pension Fund — Form 5500 plan (Board Of Trustees Electrical Workers Pension Fund)
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 Fund is a benefit plan reported by Board Of Trustees Electrical Workers Pension Fund under EIN 41-6052631 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,278 participants and $93,761,822 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Electrical Workers Pension Fund
- EIN
- 41-6052631
- Plan number
- 001
- Plan type
- 1
- Location
- Duluth, MN
- Latest filing year
- 2023
- Participants
- 1,278
- End-of-year plan assets
- $93,761,822
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,278 | H, C | 20241015134942NAL0048212992004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $93,761,822
- Total liabilities (EOY)
- $107,446
- Net assets (EOY)
- $93,654,376
- Net assets (BOY)
- $81,152,417
Income & contributions
- Employer contributions
- $5,951,877
- Total contributions
- $5,951,877
- Total income / additions
- $19,137,473
Expenses & distributions
- Benefits paid
- $6,297,737
- Administrative expenses
- $337,777
- Total expenses
- $6,635,514
- Net increase / (decrease)
- $12,501,959
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilson-Mcshane Corporation | NONE | $179,308 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | NONE | $35,852 | $0 | 2023 |
| United Actuarial Services, Inc. | NONE | $24,650 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $17,535 | not reported in the loaded dataset | 2023 |
| Andrew, Bransky & Poole, P.A | NONE | $11,809 | not reported in the loaded dataset | 2023 |
| Wells Fargo | NONE | $10,409 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Electrical Workers Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Duluth, MN
- Wilson-Mcshane Corporation — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Andrew, Bransky & Poole, P.A — Schedule C compensation
- Wells Fargo — Schedule C compensation