2023 Form 5500 filing — Electrical Workers Local 369 Retirement 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 20250827140211NAL0005059139001) for Electrical Workers Local 369 Retirement Fund, reported by Electrical Workers Local 369 Retirement Fund under EIN 61-0957563 and plan number 001. It reports 3,434 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250827140211NAL0005059139001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Electrical Workers Local 369 Retirement Fund
- EIN
- 61-0957563
- Plan number
- 001
- Location
- Louisville, KY
- Participants
- 3,434
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $488,483,498
- Total liabilities (EOY)
- $17,414
- Net assets (EOY)
- $488,466,084
- Employer contributions
- $30,879,437
- Total income / additions
- $101,090,941
- Benefits paid
- $30,405,494
- Administrative expenses
- $529,487
- Total expenses
- $30,934,981
- Net increase / (decrease)
- $70,155,960
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Ins Co Of Ny | NONE | $147,513 | $0 |
| Ledbetter Parisi, LLC | NONE | $49,963 | not reported in the loaded dataset |
| Cherry Bekaert Llp | NONE | $36,585 | not reported in the loaded dataset |
| The Segal Company | NONE | $26,440 | not reported in the loaded dataset |
| Issi | NONE | $6,212 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $4,348 | not reported in the loaded dataset |