Pension, Hospitalization & Benefit Plan Of The Electrical Industry - Pension Trust Acct — Form 5500 plan (Bd Of Tr Of The Pension, Hosp & Benefit Pl Of The Elec Ind-Pension)
Plain-English plan 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, Pension, Hospitalization & Benefit Plan Of The Electrical Industry - Pension Trust Acct is a benefit plan reported by Bd Of Tr Of The Pension, Hosp & Benefit Pl Of The Elec Ind-Pension under EIN 13-6123601 and plan number 001. The latest loaded filing year is 2023. The filing reports 40,780 participants and $4,982,958,936 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Tr Of The Pension, Hosp & Benefit Pl Of The Elec Ind-Pension
- EIN
- 13-6123601
- Plan number
- 001
- Plan type
- 1
- Location
- Flushing, NY
- Latest filing year
- 2023
- Participants
- 40,780
- End-of-year plan assets
- $4,982,958,936
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 40,780 | H, C | 20250715095625NAL0001919585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,982,958,936
- Total liabilities (EOY)
- $46,095,121
- Net assets (EOY)
- $4,936,863,815
- Net assets (BOY)
- $4,379,832,256
Income & contributions
- Employer contributions
- $163,276,556
- Total contributions
- $164,994,088
- Total income / additions
- $903,432,817
Expenses & distributions
- Benefits paid
- $319,668,845
- Administrative expenses
- $26,732,413
- Total expenses
- $346,401,258
- Net increase / (decrease)
- $557,031,559
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Joint Industry Board | PLAN ADMINISTRATOR | $7,247,099 | not reported in the loaded dataset | 2023 |
| Columbia Mgt Investment Advisers | NONE | $1,080,772 | $1,098,296 | 2023 |
| State Street Bank & Trust Company | NONE | $1,816,358 | $0 | 2023 |
| Blackrock Institutional Trust Co Na | NONE | $1,358,426 | $0 | 2023 |
| Alliant Insurance Services, Inc. | NONE | $661,764 | not reported in the loaded dataset | 2023 |
| New York Life Insurance Co | NONE | $538,474 | not reported in the loaded dataset | 2023 |
| Insight North America, LLC | NONE | $531,105 | not reported in the loaded dataset | 2023 |
| National Real Estate Advisors, LLC | NONE | $473,008 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Co Of America | NONE | $354,017 | $0 | 2023 |
| Schroder Investment Management N.A | NONE | $319,679 | not reported in the loaded dataset | 2023 |
| Asb Capital Management LLC | NONE | $301,773 | not reported in the loaded dataset | 2023 |
| Milliman Inc | NONE | $204,402 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | NONE | $139,760 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $134,470 | not reported in the loaded dataset | 2023 |
| Virginia & Ambinder, Llp | NONE | $92,508 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $86,836 | not reported in the loaded dataset | 2023 |
| Seix Investments Advisors LLC | NONE | $82,505 | not reported in the loaded dataset | 2023 |
| Cohen Weiss And Simon Llp | NONE | $71,085 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $66,131 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Investment Mgmt | NONE | $50,304 | not reported in the loaded dataset | 2023 |
| Deutsche Bank | NONE | $35,191 | not reported in the loaded dataset | 2023 |
| Sovos Compliance LLC | NONE | $29,478 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $27,634 | $0 | 2023 |
| The Segal Company | NONE | $7,068 | not reported in the loaded dataset | 2023 |
| Stepstone Group Real Estate Lp | NONE | $6,721 | not reported in the loaded dataset | 2023 |
| American Arbitration Association | NONE | $6,585 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Tr Of The Pension, Hosp & Benefit Pl Of The Elec Ind-Pension
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Flushing, NY
- Joint Industry Board — Schedule C compensation
- Columbia Mgt Investment Advisers — Schedule C compensation
- State Street Bank & Trust Company — Schedule C compensation
- Blackrock Institutional Trust Co Na — Schedule C compensation
- Alliant Insurance Services, Inc. — Schedule C compensation
- New York Life Insurance Co — Schedule C compensation
- Insight North America, LLC — Schedule C compensation
- National Real Estate Advisors, LLC — Schedule C compensation
- Prudential Insurance Co Of America — Schedule C compensation
- Schroder Investment Management N.A — Schedule C compensation
- Asb Capital Management LLC — Schedule C compensation
- Milliman Inc — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Virginia & Ambinder, Llp — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Seix Investments Advisors LLC — Schedule C compensation
- Cohen Weiss And Simon Llp — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Morgan Stanley Investment Mgmt — Schedule C compensation
- Deutsche Bank — Schedule C compensation
- Sovos Compliance LLC — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- The Segal Company — Schedule C compensation
- Stepstone Group Real Estate Lp — Schedule C compensation
- American Arbitration Association — Schedule C compensation