Tidewater Electrical Industry Pension Fund — Form 5500 plan (Board Of Trustees - Tidewater Electrical Industry 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, Tidewater Electrical Industry Pension Fund is a benefit plan reported by Board Of Trustees - Tidewater Electrical Industry Pension Fund under EIN 54-6127076 and plan number 001. The latest loaded filing year is 2023. The filing reports 957 participants and $57,673,479 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Tidewater Electrical Industry Pension Fund
- EIN
- 54-6127076
- Plan number
- 001
- Plan type
- 1
- Location
- Norfolk, VA
- Latest filing year
- 2023
- Participants
- 957
- End-of-year plan assets
- $57,673,479
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 957 | H, C | 20241012214506NAL0013662403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,673,479
- Total liabilities (EOY)
- $61,299
- Net assets (EOY)
- $57,612,180
- Net assets (BOY)
- $49,912,522
Income & contributions
- Employer contributions
- $2,198,723
- Total contributions
- $2,198,723
- Total income / additions
- $11,156,160
Expenses & distributions
- Benefits paid
- $3,005,649
- Administrative expenses
- $450,853
- Total expenses
- $3,456,502
- Net increase / (decrease)
- $7,699,658
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Boston Partners | NONE | $99,464 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators | NONE | $82,232 | not reported in the loaded dataset | 2023 |
| Loomis, Sayles & Company, L.P. | NONE | $49,881 | not reported in the loaded dataset | 2023 |
| Polen Capital | NONE | $43,158 | not reported in the loaded dataset | 2023 |
| Raymond James | NONE | $27,505 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust | NONE | $22,227 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor | NONE | $18,475 | not reported in the loaded dataset | 2023 |
| Fayez Sarofin & Company | NONE | $16,662 | not reported in the loaded dataset | 2023 |
| Stranch, Jennings & Garvey Pllc | NONE | $15,870 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | NONE | $7,225 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank | NONE | $3,264 | not reported in the loaded dataset | 2023 |
| Money Market Fund And Mutual Fund | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Tidewater Electrical Industry Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Norfolk, VA
- Boston Partners — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Loomis, Sayles & Company, L.P. — Schedule C compensation
- Polen Capital — Schedule C compensation
- Raymond James — Schedule C compensation
- Chevy Chase Trust — Schedule C compensation
- Daniels, Irwin & Aylor — Schedule C compensation
- Fayez Sarofin & Company — Schedule C compensation
- Stranch, Jennings & Garvey Pllc — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Wells Fargo Bank — Schedule C compensation
- Money Market Fund And Mutual Fund — Schedule C compensation