2023 Form 5500 filing — Electrical Workers Local Union 159 Retirement Plan
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 20240926094940NAL0000312883001) for Electrical Workers Local Union 159 Retirement Plan, reported by Board Of Trustees Of The Electrical Workers Local Union 159 Retirement under EIN 35-2759032 and plan number 001. It reports 1,488 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926094940NAL0000312883001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Electrical Workers Local Union 159 Retirement
- EIN
- 35-2759032
- Plan number
- 001
- Location
- Madison, WI
- Participants
- 1,488
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $374,446,593
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $374,446,593
- Employer contributions
- $18,600,488
- Total income / additions
- $75,790,731
- Benefits paid
- $11,368,631
- Administrative expenses
- $319,874
- Total expenses
- $11,688,505
- Net increase / (decrease)
- $64,102,226
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $92,673 | $0 |
| Reinhart Boerner Van Deuren S.C | NONE | $78,467 | not reported in the loaded dataset |
| Andco | NONE | $27,500 | not reported in the loaded dataset |
| Cliftonlarsonallen | NONE | $25,669 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $21,080 | $0 |
| Wisconsin Electrical Employee Benef | NONE | $14,491 | not reported in the loaded dataset |