2023 Form 5500 filing — Electrician'S Retirement 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 20241015095428NAL0047268960002) for Electrician'S Retirement Fund, reported by The Building Industry Electrical Contractors Association, Inc. under EIN 26-1140509 and plan number 001. It reports 2,155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015095428NAL0047268960002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- The Building Industry Electrical Contractors Association, Inc.
- EIN
- 26-1140509
- Plan number
- 001
- Location
- Holtsville, NY
- Participants
- 2,155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $204,392,390
- Total liabilities (EOY)
- $122,438
- Net assets (EOY)
- $204,269,952
- Employer contributions
- $8,836,026
- Total income / additions
- $35,168,474
- Benefits paid
- $3,648,021
- Administrative expenses
- $1,427,103
- Total expenses
- $5,075,124
- Net increase / (decrease)
- $30,093,350
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dickinson Group, LLC | NONE | $180,868 | not reported in the loaded dataset |
| Slevin & Hart, Pc | NONE | $88,063 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $83,309 | not reported in the loaded dataset |
| Lazard Asset Management | NONE | $68,930 | $0 |
| Eric Olynik | TRUSTEE | $48,915 | not reported in the loaded dataset |
| Frank Rappo | TRUSTEE | $48,915 | not reported in the loaded dataset |
| Reynolds Consulting Services, LLC | NONE | $42,500 | not reported in the loaded dataset |
| Sage Advisory Services | NONE | $36,982 | not reported in the loaded dataset |
| Costarothbort Cpa LLC | NONE | $35,874 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $33,901 | not reported in the loaded dataset |
| Barnes, Iaccarino, Shepherd, Llp | NONE | $27,764 | not reported in the loaded dataset |
| Wilmington Trust, N.A. | NONE | $5,969 | $0 |