2023 Form 5500 filing — Electrical Construction Industry Annuity 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 20241127104824NAL0006545697004) for Electrical Construction Industry Annuity Plan, reported by Electrical Construction Industry Annuity Plan Board Of Trustees under EIN 39-1711748 and plan number 001. It reports 4,570 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241127104824NAL0006545697004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Electrical Construction Industry Annuity Plan Board Of Trustees
- EIN
- 39-1711748
- Plan number
- 001
- Location
- Wauwatosa, WI
- Participants
- 4,570
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $376,277,334
- Total liabilities (EOY)
- $93,242
- Net assets (EOY)
- $376,184,092
- Employer contributions
- $8,492,662
- Participant contributions
- $3,956,537
- Total income / additions
- $72,744,462
- Benefits paid
- $17,821,593
- Administrative expenses
- $486,539
- Total expenses
- $18,308,132
- Net increase / (decrease)
- $54,436,330
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Neca Milw. Ch. | P.I.I. | $205,537 | not reported in the loaded dataset |
| Elec. Const. Pen. Plan | P.I.I. | $152,767 | not reported in the loaded dataset |
| Reinhart Et Al | NONE | $57,833 | not reported in the loaded dataset |
| Strategic Capital Investment Adv. | NONE | $42,063 | not reported in the loaded dataset |
| Reilly Et Al Cpa | NONE | $39,642 | not reported in the loaded dataset |