2023 Form 5500 filing — Michiana Area Electrical Workers Pension Fund
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 20250409104507NAL0022098129001) for Michiana Area Electrical Workers Pension Fund, reported by Board Of Trustees Michiana Area Electrical Workers Pension Fund under EIN 35-6269273 and plan number 001. It reports 1,714 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250409104507NAL0022098129001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Michiana Area Electrical Workers Pension Fund
- EIN
- 35-6269273
- Plan number
- 001
- Location
- Lansing, MI
- Participants
- 1,714
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $206,430,002
- Total liabilities (EOY)
- $1,792,052
- Net assets (EOY)
- $204,637,950
- Employer contributions
- $10,873,185
- Total income / additions
- $30,474,295
- Benefits paid
- $11,794,781
- Administrative expenses
- $1,044,418
- Total expenses
- $12,839,199
- Net increase / (decrease)
- $17,635,096
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney, Inc | NONE | $150,064 | $0 |
| Strong Capital Management | NONE | $129,311 | $0 |
| Lazard Asset Management | NONE | $104,596 | $0 |
| Boston Partners | NONE | $94,232 | not reported in the loaded dataset |
| Foundry Partners | NONE | $64,223 | not reported in the loaded dataset |
| Tic Internantional Corpoation | NONE | $62,776 | not reported in the loaded dataset |
| Silvercrest Asset Management | NONE | $50,517 | not reported in the loaded dataset |
| Amalga Trust Company | NONE | $47,361 | $0 |
| Cheiron, Inc. | NONE | $36,480 | not reported in the loaded dataset |
| Polen Capital Management | NONE | $36,047 | not reported in the loaded dataset |
| Fiera Capital | NONE | $34,857 | not reported in the loaded dataset |
| Benda, Grace, Stulz & Company, P.C. | NONE | $24,100 | not reported in the loaded dataset |
| May Oberfell & Lorber | NONE | $18,190 | not reported in the loaded dataset |
| Ledbetter Parisi, LLC | NONE | $15,758 | not reported in the loaded dataset |
| Marco Consulting Group | NONE | $6,162 | not reported in the loaded dataset |
| Trade Solutions | not reported in the loaded dataset | $0 | not reported in the loaded dataset |