2023 Form 5500 filing — Alaska Electrical Retirement Savings 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 20241009132603NAL0018403665001) for Alaska Electrical Retirement Savings Plan, reported by Joint Board Of Trustees Alaska Electrical Pension Fund under EIN 92-6005171 and plan number 002. It reports 4,491 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009132603NAL0018403665001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Alaska Electrical Pension Fund
- EIN
- 92-6005171
- Plan number
- 002
- Location
- Anchorage, AK
- Participants
- 4,491
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $222,905,280
- Total liabilities (EOY)
- $808,191
- Net assets (EOY)
- $222,097,089
- Employer contributions
- $9,707,615
- Participant contributions
- $3,358,698
- Total income / additions
- $42,879,951
- Benefits paid
- $14,217,523
- Administrative expenses
- $660,489
- Total expenses
- $14,887,873
- Net increase / (decrease)
- $27,992,078
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cliftonlarsonallen Llp | NONE | $39,761 | not reported in the loaded dataset |
| Rael-Letson | NONE | $36,839 | not reported in the loaded dataset |
| Mercer Investment LLC | NONE | $36,726 | not reported in the loaded dataset |
| Barlow Coughran Morales & Josephson | NONE | $26,147 | not reported in the loaded dataset |
| Color Art Printing | NONE | $7,916 | not reported in the loaded dataset |