2023 Form 5500 filing — Electrical Welfare Trust 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 20241018165508NAL0034368385001) for Electrical Welfare Trust Fund, reported by Trustees For The Electrical Welfare Trust Fund under EIN 52-6038507 and plan number 501. It reports 12,343 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241018165508NAL0034368385001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees For The Electrical Welfare Trust Fund
- EIN
- 52-6038507
- Plan number
- 501
- Location
- Lanham, MD
- Participants
- 12,343
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $282,005,725
- Total liabilities (EOY)
- $24,068,055
- Net assets (EOY)
- $257,937,670
- Employer contributions
- $152,342,952
- Participant contributions
- $4,219,569
- Total income / additions
- $173,319,613
- Benefits paid
- $148,694,221
- Administrative expenses
- $6,110,525
- Total expenses
- $154,804,746
- Net increase / (decrease)
- $18,514,867
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cvs Pharmacy, Inc | SERVICE PROVIDER | $26,553,851 | not reported in the loaded dataset |
| Umr, Inc. | SERVICE PROVIDER | $6,332,782 | $0 |
| Employees Of Electrical Welfare Fd | EMPLOYEE | $3,349,126 | not reported in the loaded dataset |
| Janus Associates, Inc. | SERVICE PROVIDER | $477,765 | not reported in the loaded dataset |
| United Concordia Dental | SERVICE PROVIDER | $368,493 | not reported in the loaded dataset |
| Virta Medical P.C. | SERVICE PROVIDER | $330,533 | not reported in the loaded dataset |
| Chartwell Investment Partners, Inc | SERVICE PROVIDER | $291,619 | not reported in the loaded dataset |
| Slevin And Hart, P.C. | SERVICE PROVIDER | $137,695 | not reported in the loaded dataset |
| Telligen Inc. | SERVICE PROVIDER | $113,367 | not reported in the loaded dataset |
| Sierra Investment Partners Inc | SERVICE PROVIDER | $88,125 | not reported in the loaded dataset |
| Viveka Health, Inc. | SERVICE PROVIDER | $86,811 | not reported in the loaded dataset |
| Sarfino And Rhoades | SERVICE PROVIDER | $80,750 | not reported in the loaded dataset |
| The Segal Company | SERVICE PROVIDER | $68,700 | not reported in the loaded dataset |
| M&T Bank | SERVICE PROVIDER | $63,674 | $0 |
| Wedge Capital Management | SERVICE PROVIDER | $58,928 | $0 |
| Investment Performance Services LLC | SERVICE PROVIDER | $26,250 | $0 |
| Mcchesney And Dale, Pc | SERVICE PROVIDER | $21,473 | not reported in the loaded dataset |
| Ryan And Wetmore, Pc | SERVICE PROVIDER | $17,954 | not reported in the loaded dataset |
| Go Creative | SERVICE PROVIDER | $5,859 | not reported in the loaded dataset |
| Forensic Accounting Group Pc | SERVICE PROVIDER | $5,737 | not reported in the loaded dataset |