Union Electrical Industry Master Trust — Form 5500 plan (International Brotherhood Of Electrical Workers)
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, Union Electrical Industry Master Trust is a benefit plan reported by International Brotherhood Of Electrical Workers under EIN 41-6511223 and plan number 004. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $752,947,570 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Brotherhood Of Electrical Workers
- EIN
- 41-6511223
- Plan number
- 004
- Plan type
- 4
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $752,947,570
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20250411093135NAL0026040289002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $752,947,570
- Total liabilities (EOY)
- $13,848,334
- Net assets (EOY)
- $739,099,236
- Net assets (BOY)
- $683,877,632
Income & contributions
- Total income / additions
- $56,258,415
Expenses & distributions
- Administrative expenses
- $1,550,436
- Total expenses
- $1,550,436
- Net increase / (decrease)
- $54,707,979
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Asb Capital Management LLC | NONE | $546,603 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors, Inc. | NONE | $279,123 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $171,511 | $0 | 2023 |
| Barrow Hanley Global Investors | NONE | $157,380 | not reported in the loaded dataset | 2023 |
| Dimensional Fund Advisors | NONE | $155,380 | $0 | 2023 |
| Western Asset Management | NONE | $110,665 | not reported in the loaded dataset | 2023 |
| Jarislowsky Fraser Limited | NONE | $74,204 | not reported in the loaded dataset | 2023 |
| Segal Advisors | NONE | $27,423 | not reported in the loaded dataset | 2023 |
| Intech Investment Management LLC | NONE | $25,138 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Brotherhood Of Electrical Workers
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Asb Capital Management LLC — Schedule C compensation
- Ullico Investment Advisors, Inc. — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Barrow Hanley Global Investors — Schedule C compensation
- Dimensional Fund Advisors — Schedule C compensation
- Western Asset Management — Schedule C compensation
- Jarislowsky Fraser Limited — Schedule C compensation
- Segal Advisors — Schedule C compensation
- Intech Investment Management LLC — Schedule C compensation