2023 Form 5500 filing — Tidewater Electrical Industry Pension 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 20241012214506NAL0013662403001) for Tidewater Electrical Industry Pension Fund, reported by Board Of Trustees - Tidewater Electrical Industry Pension Fund under EIN 54-6127076 and plan number 001. It reports 957 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012214506NAL0013662403001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees - Tidewater Electrical Industry Pension Fund
- EIN
- 54-6127076
- Plan number
- 001
- Location
- Norfolk, VA
- Participants
- 957
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,673,479
- Total liabilities (EOY)
- $61,299
- Net assets (EOY)
- $57,612,180
- Employer contributions
- $2,198,723
- Total income / additions
- $11,156,160
- Benefits paid
- $3,005,649
- Administrative expenses
- $450,853
- Total expenses
- $3,456,502
- Net increase / (decrease)
- $7,699,658
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Boston Partners | NONE | $99,464 | not reported in the loaded dataset |
| Southern Benefit Administrators | NONE | $82,232 | not reported in the loaded dataset |
| Loomis, Sayles & Company, L.P. | NONE | $49,881 | not reported in the loaded dataset |
| Polen Capital | NONE | $43,158 | not reported in the loaded dataset |
| Raymond James | NONE | $27,505 | not reported in the loaded dataset |
| Chevy Chase Trust | NONE | $22,227 | not reported in the loaded dataset |
| Daniels, Irwin & Aylor | NONE | $18,475 | not reported in the loaded dataset |
| Fayez Sarofin & Company | NONE | $16,662 | not reported in the loaded dataset |
| Stranch, Jennings & Garvey Pllc | NONE | $15,870 | not reported in the loaded dataset |
| United Actuarial Services | NONE | $7,225 | not reported in the loaded dataset |
| Wells Fargo Bank | NONE | $3,264 | not reported in the loaded dataset |
| Money Market Fund And Mutual Fund | NONE | $0 | $0 |