Puget Sound Electrical Workers Pension Plan — Form 5500 plan (Board Of Trustees, Puget Sound Electrical Workers Pension Trust)
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, Puget Sound Electrical Workers Pension Plan is a benefit plan reported by Board Of Trustees, Puget Sound Electrical Workers Pension Trust under EIN 91-6180333 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,811 participants and $1,255,679,903 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Puget Sound Electrical Workers Pension Trust
- EIN
- 91-6180333
- Plan number
- 001
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 8,811
- End-of-year plan assets
- $1,255,679,903
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,811 | H, C | 20250310155700NAL0016389841001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,255,679,903
- Total liabilities (EOY)
- $20,278,852
- Net assets (EOY)
- $1,235,401,051
- Net assets (BOY)
- $1,103,987,700
Income & contributions
- Employer contributions
- $58,471,752
- Total contributions
- $60,025,423
- Total income / additions
- $200,679,937
Expenses & distributions
- Benefits paid
- $64,715,044
- Administrative expenses
- $4,551,542
- Total expenses
- $69,266,586
- Net increase / (decrease)
- $131,413,351
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Welfare & Pension Admin. Service | NONE | $1,489,529 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc. | NONE | $1,394,294 | not reported in the loaded dataset | 2023 |
| William Blair Investment Mgmt | NONE | $324,725 | $0 | 2023 |
| Deprince Race & Zollo, Inc. | NONE | $320,874 | $0 | 2023 |
| Rael & Letson | NONE | $177,828 | not reported in the loaded dataset | 2023 |
| Verus Advisory, Inc. | NONE | $105,000 | not reported in the loaded dataset | 2023 |
| Invesco Trust Company | NONE | $92,326 | $0 | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $80,573 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $72,527 | $0 | 2023 |
| State Street Global Advisors Trust | NONE | $60,146 | $471 | 2023 |
| Cliftonlarsonallen Llp | NONE | $37,868 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Puget Sound Electrical Workers Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Welfare & Pension Admin. Service — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- William Blair Investment Mgmt — Schedule C compensation
- Deprince Race & Zollo, Inc. — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Verus Advisory, Inc. — Schedule C compensation
- Invesco Trust Company — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Us Bank — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation