2023 Form 5500 filing — New Orleans Electrical 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 20241014124513NAL0013297331001) for New Orleans Electrical Pension Fund, reported by Board Of Trustees Of The Noe Pension Plan under EIN 72-0219840 and plan number 001. It reports 1,497 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014124513NAL0013297331001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Noe Pension Plan
- EIN
- 72-0219840
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 1,497
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,046,859
- Total liabilities (EOY)
- $84,280
- Net assets (EOY)
- $46,962,579
- Employer contributions
- $1,812,794
- Total income / additions
- $7,432,270
- Benefits paid
- $2,815,911
- Administrative expenses
- $384,360
- Total expenses
- $3,200,271
- Net increase / (decrease)
- $4,231,999
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southern Benefit Administrators Inc | NONE | $115,654 | not reported in the loaded dataset |
| Wedge Capital Management | NONE | $59,691 | not reported in the loaded dataset |
| Morgan Lewis & Bockius Llp | NONE | $41,443 | not reported in the loaded dataset |
| National Real Estate Advisors | NONE | $34,598 | not reported in the loaded dataset |
| Pbmares, Llp | NONE | $24,206 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $10,500 | not reported in the loaded dataset |
| Money Market Fund | NONE | $0 | $0 |
| Chevy Chase Trust Company | NONE | $0 | $0 |
| Great Gray Trust Company | NONE | $0 | $0 |