2023 Form 5500 filing — Electrical Workers Local No. 292 Defined Contribution And 401k 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 20250214134211NAL0024785073001) for Electrical Workers Local No. 292 Defined Contribution And 401k Plan, reported by Trustees Electrical Workers Local No.292 Defined Contribution And 401k under EIN 41-1760754 and plan number 002. It reports 6,055 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250214134211NAL0024785073001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Electrical Workers Local No.292 Defined Contribution And 401k
- EIN
- 41-1760754
- Plan number
- 002
- Location
- Brooklyn Park, MN
- Participants
- 6,055
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,108,172,485
- Total liabilities (EOY)
- $1,905,689
- Net assets (EOY)
- $1,106,266,796
- Employer contributions
- $30,825,125
- Participant contributions
- $13,286,404
- Total income / additions
- $160,923,763
- Benefits paid
- $47,645,320
- Administrative expenses
- $1,754,834
- Total expenses
- $49,400,154
- Net increase / (decrease)
- $111,523,609
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| I.B.E.W. 292 Health Care Plan | RELATED FUND | $380,653 | not reported in the loaded dataset |
| John Hancock Investment Mgmt Scvs | NONE | $345,449 | $0 |
| Wedge Capital Management | NONE | $221,240 | $0 |
| Smith Group Asset Management, LLC | NONE | $151,878 | $0 |
| Shumaker Loop & Kendrick, Llp | NONE | $92,158 | not reported in the loaded dataset |
| Galliard Capital Management, LLC | NONE | $81,765 | not reported in the loaded dataset |
| Bmo Harris Bank, Na | NONE | $80,967 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $77,000 | not reported in the loaded dataset |
| Kutak Rock Llp | NONE | $47,859 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $26,048 | not reported in the loaded dataset |