2023 Form 5500 filing — National Electrical Benefit Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731152142NAL0047246514001) for National Electrical Benefit Fund, reported by Trustees Of The National Electrical Benefit Fund under EIN 53-0181657 and plan number 001. It reports 655,103 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731152142NAL0047246514001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The National Electrical Benefit Fund
- EIN
- 53-0181657
- Plan number
- 001
- Location
- Rockville, MD
- Participants
- 655,103
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,888,816,930
- Total liabilities (EOY)
- $1,218,007,395
- Net assets (EOY)
- $17,670,809,535
- Employer contributions
- $862,512,390
- Participant contributions
- $0
- Total income / additions
- $2,461,568,257
- Benefits paid
- $1,268,783,812
- Administrative expenses
- $113,859,151
- Total expenses
- $1,382,642,963
- Net increase / (decrease)
- $1,078,925,294
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| National Real Estate Advisors | SUBSIDIARY OF THE PLAN | $24,748,091 | not reported in the loaded dataset |
| Payden & Rygel | NONE | $5,367,896 | not reported in the loaded dataset |
| Rbc Global Asset Management | NONE | $3,773,498 | $0 |
| Ullico Investment Advisors Inc | NONE | $3,030,754 | not reported in the loaded dataset |
| Rcp Advisors 2,LLC | NONE | $2,842,870 | $0 |
| Xperis It Company | NONE | $2,644,419 | not reported in the loaded dataset |
| Investment Staff | EMPLOYEES | $2,357,770 | $938 |
| Loomis Sayles & Company Lp | NONE | $2,269,357 | $0 |
| Mellon Investments Corporation | NONE | $2,020,425 | not reported in the loaded dataset |
| Asb Capital Management | NONE | $1,839,188 | not reported in the loaded dataset |
| Crescent Capital Group | NONE | $1,671,415 | not reported in the loaded dataset |
| Times Square Capital Management | NONE | $1,552,210 | $0 |
| Union Labor Life Insurance Company | NONE | $1,524,511 | $0 |
| Janus Capital Management LLC | NONE | $1,409,272 | $0 |
| Potts-Dupre, Hawkins & Kramer | NONE | $1,220,631 | not reported in the loaded dataset |
| Lazard Asset Management LLC | NONE | $1,091,814 | not reported in the loaded dataset |
| Administrative Staff | EMPLOYEES | $1,082,051 | not reported in the loaded dataset |
| Bank Of New York Mellon | NONE | $1,077,850 | $0 |
| Barrow, Hanley | NONE | $963,705 | $0 |
| Lord Abbett & Co | NONE | $646,978 | not reported in the loaded dataset |
| Cs Capital Management Inc | NONE | $607,495 | not reported in the loaded dataset |
| Starquest Technologies Inc | NONE | $507,800 | not reported in the loaded dataset |
| Global Commerce & Information, Inc. | NONE | $477,849 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $379,775 | not reported in the loaded dataset |
| Protek Consulting LLC | NONE | $289,716 | not reported in the loaded dataset |
| Buch Construction, Inc. | NONE | $280,733 | not reported in the loaded dataset |
| Withumsmith & Brown | NONE | $276,138 | not reported in the loaded dataset |
| Principal Global Investors | NONE | $237,229 | $0 |
| Blackrock Financial Management | NONE | $201,537 | $0 |
| Mosaic | NONE | $168,019 | not reported in the loaded dataset |
| Eberts & Harrison | NONE | $0 | $152,803 |
| Legacy Professionals, Llp | NONE | $144,914 | not reported in the loaded dataset |
| Parametric Clifton | NONE | $139,566 | not reported in the loaded dataset |
| Difede Ramsdell Bender | NONE | $133,769 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $131,385 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $127,646 | not reported in the loaded dataset |
| Seertek Systems, Inc. | NONE | $117,600 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | NONE | $115,471 | not reported in the loaded dataset |
| House Hanover LLC | NONE | $100,000 | not reported in the loaded dataset |
| Canisolutions LLC | NONE | $93,600 | not reported in the loaded dataset |
| Aston Carter, Inc | NONE | $75,517 | not reported in the loaded dataset |
| Addison Group | NONE | $73,590 | not reported in the loaded dataset |
| Southern California Ibew | NONE | $73,504 | not reported in the loaded dataset |
| Green Key Temp | NONE | $73,174 | not reported in the loaded dataset |
| Gross, Mendelsohn & Associates, P.A | NONE | $45,368 | not reported in the loaded dataset |
| Randstad North America | NONE | $44,719 | not reported in the loaded dataset |
| Invario Network Engineers | NONE | $42,159 | not reported in the loaded dataset |
| Emprise Technologies, LLC | NONE | $35,775 | not reported in the loaded dataset |
| Sherman Dunn | NONE | $33,297 | not reported in the loaded dataset |
| Lp Analyst | NONE | $30,953 | not reported in the loaded dataset |
| Mri Software LLC | NONE | $30,736 | not reported in the loaded dataset |
| Atelier Architects, Inc. | NONE | $29,696 | not reported in the loaded dataset |
| Specified Electrical Systems, LLC | NONE | $29,616 | not reported in the loaded dataset |
| Maddin Hauser Roth & Heller Pc | NONE | $27,677 | not reported in the loaded dataset |
| University Of North Alabama | NONE | $26,687 | not reported in the loaded dataset |
| Zarin & Steinmetz | NONE | $21,492 | not reported in the loaded dataset |
| Evestment | NONE | $21,237 | not reported in the loaded dataset |
| Experis Manpower Group | NONE | $20,529 | not reported in the loaded dataset |
| Chris Williams | FORMER EMPLOYEE | $17,595 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue, Llp | NONE | $15,001 | not reported in the loaded dataset |
| Wipfli LLC | NONE | $14,441 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | NONE | $14,296 | not reported in the loaded dataset |
| Olympia Moving & Storage | NONE | $12,940 | not reported in the loaded dataset |
| The Retirement Plan Company, LLC | NONE | $12,500 | not reported in the loaded dataset |
| Nimble Consulting Group | NONE | $12,113 | not reported in the loaded dataset |
| Pnc Bank N.A. | NONE | $11,895 | not reported in the loaded dataset |
| Freeman Expositions | NONE | $10,574 | not reported in the loaded dataset |
| Hmb Legal Counsel | NONE | $10,031 | not reported in the loaded dataset |
| Real Estate Research Corporation | NONE | $9,966 | not reported in the loaded dataset |
| Electrical Training Alliance | NONE | $8,532 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $7,592 | not reported in the loaded dataset |
| Diligent Corporation | NONE | $7,285 | not reported in the loaded dataset |
| Capitol Process Services, Inc. | NONE | $6,198 | not reported in the loaded dataset |
| Cherry Bekaert Llp | NONE | $5,967 | not reported in the loaded dataset |
| Adp | NONE | $5,399 | not reported in the loaded dataset |
| De Lage Landen Financial Services I | NONE | $5,020 | not reported in the loaded dataset |