Electrical Workers Local Union 159 Retirement Plan — Form 5500 plan (Board Of Trustees Of The Electrical Workers Local Union 159 Retirement)
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, Electrical Workers Local Union 159 Retirement Plan is a benefit plan reported by Board Of Trustees Of The Electrical Workers Local Union 159 Retirement under EIN 35-2759032 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,488 participants and $374,446,593 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Electrical Workers Local Union 159 Retirement
- EIN
- 35-2759032
- Plan number
- 001
- Plan type
- 1
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 1,488
- End-of-year plan assets
- $374,446,593
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,488 | H, C | 20240926094940NAL0000312883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $374,446,593
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $374,446,593
- Net assets (BOY)
- $310,344,367
Income & contributions
- Employer contributions
- $18,600,488
- Total contributions
- $18,955,149
- Total income / additions
- $75,790,731
Expenses & distributions
- Benefits paid
- $11,368,631
- Administrative expenses
- $319,874
- Total expenses
- $11,688,505
- Net increase / (decrease)
- $64,102,226
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $92,673 | $0 | 2023 |
| Reinhart Boerner Van Deuren S.C | NONE | $78,467 | not reported in the loaded dataset | 2023 |
| Andco | NONE | $27,500 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen | NONE | $25,669 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $21,080 | $0 | 2023 |
| Wisconsin Electrical Employee Benef | NONE | $14,491 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Electrical Workers Local Union 159 Retirement
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- Prudential Retirement Insurance And — Schedule C compensation
- Reinhart Boerner Van Deuren S.C — Schedule C compensation
- Andco — Schedule C compensation
- Cliftonlarsonallen — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Wisconsin Electrical Employee Benef — Schedule C compensation