2023 Form 5500 filing — Electrical Workers Pension Fund Part B
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 20241015134939NAL0029846561003) for Electrical Workers Pension Fund Part B, reported by Board Of Trustees Electrical Workers Pension Fund - Part B under EIN 41-6052631 and plan number 004. It reports 918 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015134939NAL0029846561003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Electrical Workers Pension Fund - Part B
- EIN
- 41-6052631
- Plan number
- 004
- Location
- Duluth, MN
- Participants
- 918
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $169,867,208
- Total liabilities (EOY)
- $15,332
- Net assets (EOY)
- $169,851,876
- Employer contributions
- $5,986,437
- Total income / additions
- $29,412,321
- Benefits paid
- $6,649,265
- Administrative expenses
- $215,231
- Total expenses
- $6,864,496
- Net increase / (decrease)
- $22,547,825
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $101,158 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | NONE | $42,725 | $0 |
| Sageview Advisory Group | NONE | $17,828 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $17,484 | $0 |
| Legacy Professionals Llp | NONE | $16,035 | not reported in the loaded dataset |
| Wilson-Mcshane Corporation | NONE | $7,490 | not reported in the loaded dataset |