Electrical Construction Industry Annuity Plan — Form 5500 plan (Electrical Construction Industry Annuity Plan Board Of Trustees)
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 Construction Industry Annuity Plan is a benefit plan reported by Electrical Construction Industry Annuity Plan Board Of Trustees under EIN 39-1711748 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,570 participants and $376,277,334 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Electrical Construction Industry Annuity Plan Board Of Trustees
- EIN
- 39-1711748
- Plan number
- 001
- Plan type
- 1
- Location
- Wauwatosa, WI
- Latest filing year
- 2023
- Participants
- 4,570
- End-of-year plan assets
- $376,277,334
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,570 | H, C | 20241127104824NAL0006545697004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $376,277,334
- Total liabilities (EOY)
- $93,242
- Net assets (EOY)
- $376,184,092
- Net assets (BOY)
- $321,747,762
Income & contributions
- Employer contributions
- $8,492,662
- Participant contributions
- $3,956,537
- Total contributions
- $12,633,106
- Total income / additions
- $72,744,462
Expenses & distributions
- Benefits paid
- $17,821,593
- Administrative expenses
- $486,539
- Total expenses
- $18,308,132
- Net increase / (decrease)
- $54,436,330
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Neca Milw. Ch. | P.I.I. | $205,537 | not reported in the loaded dataset | 2023 |
| Elec. Const. Pen. Plan | P.I.I. | $152,767 | not reported in the loaded dataset | 2023 |
| Reinhart Et Al | NONE | $57,833 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment Adv. | NONE | $42,063 | not reported in the loaded dataset | 2023 |
| Reilly Et Al Cpa | NONE | $39,642 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Electrical Construction Industry Annuity Plan Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Wauwatosa, WI
- Neca Milw. Ch. — Schedule C compensation
- Elec. Const. Pen. Plan — Schedule C compensation
- Reinhart Et Al — Schedule C compensation
- Strategic Capital Investment Adv. — Schedule C compensation
- Reilly Et Al Cpa — Schedule C compensation