2023 Form 5500 filing — Electrical Construction Industry Pension Plan
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 20241127104824NAL0006545697002) for Electrical Construction Industry Pension Plan, reported by Electrical Construction Industry Pension Plan Board Of Trustees under EIN 39-1291994 and plan number 002. It reports 4,645 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241127104824NAL0006545697002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Electrical Construction Industry Pension Plan Board Of Trustees
- EIN
- 39-1291994
- Plan number
- 002
- Location
- Wauwatosa, WI
- Participants
- 4,645
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $597,897,765
- Total liabilities (EOY)
- $299,779
- Net assets (EOY)
- $597,597,986
- Employer contributions
- $22,649,080
- Total income / additions
- $97,107,320
- Benefits paid
- $25,075,160
- Administrative expenses
- $2,058,200
- Total expenses
- $27,133,360
- Net increase / (decrease)
- $69,973,960
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bridgeway Benefit Technologies LLC | NONE | $369,980 | not reported in the loaded dataset |
| Neca Milw. Ch. | P.I.I. | $282,506 | not reported in the loaded dataset |
| National Investment Services | NONE | $247,095 | not reported in the loaded dataset |
| Clarion Partners | NONE | $191,325 | not reported in the loaded dataset |
| Stockbridge Core And Value Advisors | NONE | $170,701 | not reported in the loaded dataset |
| Asb Capital Managment | NONE | $145,454 | not reported in the loaded dataset |
| Washington Capital Management | NONE | $116,304 | $0 |
| Segal Company | NONE | $101,058 | not reported in the loaded dataset |
| Reilly, Penner & Benton Llp | NONE | $84,060 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren | NONE | $69,190 | not reported in the loaded dataset |
| Strategic Capital Investments | NONE | $65,313 | not reported in the loaded dataset |
| R&R Insurance | NONE | $40,239 | not reported in the loaded dataset |
| Diversified Printing Services | NONE | $22,442 | not reported in the loaded dataset |
| Ispros Inc | NONE | $22,063 | not reported in the loaded dataset |
| Iron Mountain Records Mgmt | NONE | $21,855 | not reported in the loaded dataset |
| Pcs International | NONE | $17,246 | not reported in the loaded dataset |
| Pitney Bowes, Inc. | NONE | $16,410 | not reported in the loaded dataset |
| Office 8 | NONE | $11,691 | not reported in the loaded dataset |
| Midwest Institutional Trust Service | NONE | $10,839 | not reported in the loaded dataset |
| Bmo Harris Bank N.A. | NONE | $10,679 | not reported in the loaded dataset |
| U.S. Postmaster | NONE | $8,271 | not reported in the loaded dataset |
| Ibew Local 494 | P.I.I. | $7,908 | not reported in the loaded dataset |
| Frsecure | NONE | $5,625 | not reported in the loaded dataset |