2023 Form 5500 filing — Joint Industry Board Of The Electrical Industry Employees' Retirement Income 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 20250710134651NAL0006643617001) for Joint Industry Board Of The Electrical Industry Employees' Retirement Income Plan, reported by Joint Industry Board Of The Electrical Industry under EIN 13-0891035 and plan number 005. It reports 352 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250710134651NAL0006643617001
Filing year
2023
Form type
2
Plan sponsor
Joint Industry Board Of The Electrical Industry
EIN
13-0891035
Plan number
005
Location
Flushing, NY
Participants
352
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$31,661,678
Total liabilities (EOY)
$329,526
Net assets (EOY)
$31,332,152
Employer contributions
$719,168
Total income / additions
$5,804,333
Benefits paid
$271,157
Administrative expenses
$150,428
Total expenses
$421,585
Net increase / (decrease)
$5,382,748
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Alliant InsuranceNONE$52,226not reported in the loaded dataset
Milliman IncNONE$35,833not reported in the loaded dataset
State Street Bank & Trust CoNONE$20,590$0

Related Form 5500 pages