Electrical Workers Pension Fund Part B — Form 5500 plan (Board Of Trustees Electrical Workers Pension Fund - Part B)
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 Part B is a benefit plan reported by Board Of Trustees Electrical Workers Pension Fund - Part B under EIN 41-6052631 and plan number 004. The latest loaded filing year is 2023. The filing reports 918 participants and $169,867,208 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Electrical Workers Pension Fund - Part B
- EIN
- 41-6052631
- Plan number
- 004
- Plan type
- 1
- Location
- Duluth, MN
- Latest filing year
- 2023
- Participants
- 918
- End-of-year plan assets
- $169,867,208
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 918 | H, C | 20241015134939NAL0029846561003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $169,867,208
- Total liabilities (EOY)
- $15,332
- Net assets (EOY)
- $169,851,876
- Net assets (BOY)
- $147,304,051
Income & contributions
- Employer contributions
- $5,986,437
- Total contributions
- $5,986,437
- Total income / additions
- $29,412,321
Expenses & distributions
- Benefits paid
- $6,649,265
- Administrative expenses
- $215,231
- Total expenses
- $6,864,496
- Net increase / (decrease)
- $22,547,825
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $101,158 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | NONE | $42,725 | $0 | 2023 |
| Sageview Advisory Group | NONE | $17,828 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $17,484 | $0 | 2023 |
| Legacy Professionals Llp | NONE | $16,035 | not reported in the loaded dataset | 2023 |
| Wilson-Mcshane Corporation | NONE | $7,490 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Electrical Workers Pension Fund - Part B
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Duluth, MN
- Milliman, Inc. — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Sageview Advisory Group — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Wilson-Mcshane Corporation — Schedule C compensation