2023 Form 5500 filing — Puget Sound Electrical Workers 401(K) Savings 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 20250310155351NAL0008527299001) for Puget Sound Electrical Workers 401(K) Savings Plan, reported by Board Of Trustees Puget Sound Electrical Workers 401(K) Savings Plan under EIN 91-6180326 and plan number 001. It reports 8,093 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250310155351NAL0008527299001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Puget Sound Electrical Workers 401(K) Savings Plan
- EIN
- 91-6180326
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 8,093
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $553,048,013
- Total liabilities (EOY)
- $304,138
- Net assets (EOY)
- $552,743,875
- Employer contributions
- $23,423,203
- Participant contributions
- $13,284,997
- Total income / additions
- $123,871,742
- Benefits paid
- $23,369,160
- Administrative expenses
- $1,316,496
- Total expenses
- $24,685,656
- Net increase / (decrease)
- $99,186,086
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Welfare & Pension Admin Service Inc | NONE | $689,954 | not reported in the loaded dataset |
| John Hancock Retirement Plan Serv | NONE | $425,527 | $0 |
| Verus Advisory, Inc. | NONE | $31,146 | not reported in the loaded dataset |
| Barlow Coughran Morales & Josephson | NONE | $23,792 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $23,656 | not reported in the loaded dataset |
| Rael & Letson | NONE | $18,635 | not reported in the loaded dataset |