2023 Form 5500 filing — Electrical Workers Local No. 26 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 20241015132529NAL0028567793001) for Electrical Workers Local No. 26 Pension Fund, reported by Electrical Workers Local No 26 Pension Trust Fund under EIN 52-6117919 and plan number 001. It reports 11,974 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132529NAL0028567793001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Electrical Workers Local No 26 Pension Trust Fund
- EIN
- 52-6117919
- Plan number
- 001
- Location
- Lanham, MD
- Participants
- 11,974
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $942,084,797
- Total liabilities (EOY)
- $7,540,047
- Net assets (EOY)
- $934,544,750
- Employer contributions
- $68,573,743
- Total income / additions
- $132,490,547
- Benefits paid
- $61,354,260
- Administrative expenses
- $5,765,770
- Total expenses
- $67,120,030
- Net increase / (decrease)
- $65,370,517
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Electrical Welfare Trust Fund | SERVICE PROVIDER | $516,384 | not reported in the loaded dataset |
| Sierra Investment Partners, Inc | SERVICE PROVIDER | $502,645 | not reported in the loaded dataset |
| Hamilton Lane Advisors LLC | SERVICE PROVIDER | $405,000 | $0 |
| Wedge Capital | SERVICE PROVIDER | $393,513 | $0 |
| Intercontinental Real Estate Corp | SERVICE PROVIDER | $344,997 | not reported in the loaded dataset |
| Janus Capital Management LLC | SERVICE PROVIDER | $344,971 | $0 |
| Bny Mellon | SERVICE PROVIDER | $257,963 | $0 |
| Chartwell Investment Partners, Inc. | SERVICE PROVIDER | $249,010 | $0 |
| Mesirow Financial | SERVICE PROVIDER | $246,072 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors | SERVICE PROVIDER | $241,736 | not reported in the loaded dataset |
| American Realty Advisors | SERVICE PROVIDER | $241,083 | not reported in the loaded dataset |
| Newtower Trust Company | SERVICE PROVIDER | $207,699 | not reported in the loaded dataset |
| Investment Performance Services LLC | SERVICE PROVIDER | $198,750 | $0 |
| Loomis Sayles Trust Company | SERVICE PROVIDER | $164,653 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | SERVICE PROVIDER | $159,489 | not reported in the loaded dataset |
| Sarfino And Rhoades | SERVICE PROVIDER | $123,715 | not reported in the loaded dataset |
| Slevin & Hart P.C. | SERVICE PROVIDER | $103,014 | not reported in the loaded dataset |
| Segal Marco Advisors | SERVICE PROVIDER | $100,285 | not reported in the loaded dataset |
| Blackrock Advisors LLC | SERVICE PROVIDER | $65,488 | not reported in the loaded dataset |
| Pension Benefit Information, LLC | SERVICE PROVIDER | $55,977 | not reported in the loaded dataset |
| Glouston Private Equity | SERVICE PROVIDER | $55,000 | not reported in the loaded dataset |
| Asb Capital Management | SERVICE PROVIDER | $29,209 | not reported in the loaded dataset |