Maryland Electrical Industry Severance & Annuity F — Form 5500 plan (Md Electrical Industry S&A Fund)
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, Maryland Electrical Industry Severance & Annuity F is a benefit plan reported by Md Electrical Industry S&A Fund under EIN 52-1042609 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,074 participants and $291,868,473 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Md Electrical Industry S&A Fund
- EIN
- 52-1042609
- Plan number
- 001
- Plan type
- 1
- Location
- Ona, WV
- Latest filing year
- 2023
- Participants
- 3,074
- End-of-year plan assets
- $291,868,473
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,074 | H, C | 20250113140744NAL0030240560002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $291,868,473
- Total liabilities (EOY)
- $179,772
- Net assets (EOY)
- $291,688,701
- Net assets (BOY)
- $253,868,132
Income & contributions
- Employer contributions
- $14,510,257
- Total contributions
- $14,510,257
- Total income / additions
- $55,230,259
Expenses & distributions
- Benefits paid
- $16,546,055
- Administrative expenses
- $863,635
- Total expenses
- $17,409,690
- Net increase / (decrease)
- $37,820,569
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trustees Maryland Electrical S&A Fu | NONE | $547,019 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $526,732 | $0 | 2023 |
| Prudential Retirement Insurance | NONE | $198,636 | $0 | 2023 |
| Benefits Administration Corp., Inc | NONE | $127,615 | not reported in the loaded dataset | 2023 |
| Abato, Rubenstein And Abato, Pa | NONE | $63,971 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group | NONE | $29,923 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $14,000 | not reported in the loaded dataset | 2023 |
| M&T Bank | NONE | $6,959 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Md Electrical Industry S&A Fund
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Ona, WV
- Trustees Maryland Electrical S&A Fu — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Prudential Retirement Insurance — Schedule C compensation
- Benefits Administration Corp., Inc — Schedule C compensation
- Abato, Rubenstein And Abato, Pa — Schedule C compensation
- Calibre Cpa Group — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- M&T Bank — Schedule C compensation