2023 Form 5500 filing — Electrical Workers Local No. 292 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 20250214134102NAL0041005232001) for Electrical Workers Local No. 292 Pension Plan, reported by Trustees Electrical Workers Local No.292 Pension Plan under EIN 41-6035616 and plan number 001. It reports 5,020 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250214134102NAL0041005232001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Electrical Workers Local No.292 Pension Plan
- EIN
- 41-6035616
- Plan number
- 001
- Location
- Brooklyn Park, MN
- Participants
- 5,020
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $417,086,116
- Total liabilities (EOY)
- $142,166
- Net assets (EOY)
- $416,943,950
- Employer contributions
- $20,210,971
- Total income / additions
- $53,081,857
- Benefits paid
- $20,486,586
- Administrative expenses
- $1,746,414
- Total expenses
- $22,233,000
- Net increase / (decrease)
- $30,848,857
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ibew Local 292 Health Care Plan | RELATED FUND | $361,488 | not reported in the loaded dataset |
| Wedge Capital Management Llp | NONE | $172,160 | $0 |
| Boston Trust Walden Company | NONE | $150,520 | $0 |
| Union Bank And Trust | NONE | $110,068 | $0 |
| Galliard Capital Management LLC | NONE | $99,999 | not reported in the loaded dataset |
| Wellington Trust Company | NONE | $98,764 | $0 |
| Marathon Asset Management Limited | NONE | $85,236 | not reported in the loaded dataset |
| Ullico Infrastructure | NONE | $79,005 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $65,000 | not reported in the loaded dataset |
| Smith Group Asset Management | NONE | $59,862 | $0 |
| United Actuarial Services | NONE | $52,750 | not reported in the loaded dataset |
| Shumaker Loop & Kendrick Llp | NONE | $52,573 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $33,463 | not reported in the loaded dataset |
| Fidelity | NONE | $25,423 | $0 |
| Kutak Rock Llp | NONE | $18,810 | not reported in the loaded dataset |
| Insight North America LLC | NONE | $18,663 | not reported in the loaded dataset |
| Hamilton Lane Advisors, LLC | NONE | $10,548 | $0 |
| Loomis Sayles Trust Company | NONE | $9,310 | not reported in the loaded dataset |