Electrical Workers Local No. 26 Pension Fund — Form 5500 plan (Electrical Workers Local No 26 Pension Trust 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 Local No. 26 Pension Fund is a benefit plan reported by Electrical Workers Local No 26 Pension Trust Fund under EIN 52-6117919 and plan number 001. The latest loaded filing year is 2023. The filing reports 11,974 participants and $942,084,797 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Electrical Workers Local No 26 Pension Trust Fund
- EIN
- 52-6117919
- Plan number
- 001
- Plan type
- 1
- Location
- Lanham, MD
- Latest filing year
- 2023
- Participants
- 11,974
- End-of-year plan assets
- $942,084,797
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,974 | H, C | 20241015132529NAL0028567793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $942,084,797
- Total liabilities (EOY)
- $7,540,047
- Net assets (EOY)
- $934,544,750
- Net assets (BOY)
- $869,174,233
Income & contributions
- Employer contributions
- $68,573,743
- Total contributions
- $68,573,743
- Total income / additions
- $132,490,547
Expenses & distributions
- Benefits paid
- $61,354,260
- Administrative expenses
- $5,765,770
- Total expenses
- $67,120,030
- Net increase / (decrease)
- $65,370,517
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Electrical Welfare Trust Fund | SERVICE PROVIDER | $516,384 | not reported in the loaded dataset | 2023 |
| Sierra Investment Partners, Inc | SERVICE PROVIDER | $502,645 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Advisors LLC | SERVICE PROVIDER | $405,000 | $0 | 2023 |
| Wedge Capital | SERVICE PROVIDER | $393,513 | $0 | 2023 |
| Intercontinental Real Estate Corp | SERVICE PROVIDER | $344,997 | not reported in the loaded dataset | 2023 |
| Janus Capital Management LLC | SERVICE PROVIDER | $344,971 | $0 | 2023 |
| Bny Mellon | SERVICE PROVIDER | $257,963 | $0 | 2023 |
| Chartwell Investment Partners, Inc. | SERVICE PROVIDER | $249,010 | $0 | 2023 |
| Mesirow Financial | SERVICE PROVIDER | $246,072 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisors | SERVICE PROVIDER | $241,736 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | SERVICE PROVIDER | $241,083 | not reported in the loaded dataset | 2023 |
| Newtower Trust Company | SERVICE PROVIDER | $207,699 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | SERVICE PROVIDER | $198,750 | $0 | 2023 |
| Loomis Sayles Trust Company | SERVICE PROVIDER | $164,653 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | SERVICE PROVIDER | $159,489 | not reported in the loaded dataset | 2023 |
| Sarfino And Rhoades | SERVICE PROVIDER | $123,715 | not reported in the loaded dataset | 2023 |
| Slevin & Hart P.C. | SERVICE PROVIDER | $103,014 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | SERVICE PROVIDER | $100,285 | not reported in the loaded dataset | 2023 |
| Blackrock Advisors LLC | SERVICE PROVIDER | $65,488 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information, LLC | SERVICE PROVIDER | $55,977 | not reported in the loaded dataset | 2023 |
| Glouston Private Equity | SERVICE PROVIDER | $55,000 | not reported in the loaded dataset | 2023 |
| Asb Capital Management | SERVICE PROVIDER | $29,209 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Electrical Workers Local No 26 Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Lanham, MD
- Electrical Welfare Trust Fund — Schedule C compensation
- Sierra Investment Partners, Inc — Schedule C compensation
- Hamilton Lane Advisors LLC — Schedule C compensation
- Wedge Capital — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Janus Capital Management LLC — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Chartwell Investment Partners, Inc. — Schedule C compensation
- Mesirow Financial — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Newtower Trust Company — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- Sarfino And Rhoades — Schedule C compensation
- Slevin & Hart P.C. — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Blackrock Advisors LLC — Schedule C compensation
- Pension Benefit Information, LLC — Schedule C compensation
- Glouston Private Equity — Schedule C compensation
- Asb Capital Management — Schedule C compensation