Board Of Electrical Workers Local #26 I.A. Individual Account Plan — Form 5500 plan (Bd Of Trustees For Electrical Wkrs Loc No. 26 Individual Account 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, Board Of Electrical Workers Local #26 I.A. Individual Account Plan is a benefit plan reported by Bd Of Trustees For Electrical Wkrs Loc No. 26 Individual Account Fund under EIN 52-1250801 and plan number 001. The latest loaded filing year is 2023. The filing reports 12,506 participants and $1,133,047,061 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees For Electrical Wkrs Loc No. 26 Individual Account Fund
- EIN
- 52-1250801
- Plan number
- 001
- Plan type
- 1
- Location
- Lanham, MD
- Latest filing year
- 2023
- Participants
- 12,506
- End-of-year plan assets
- $1,133,047,061
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,506 | H, C | 20241015135510NAL0028655505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,133,047,061
- Total liabilities (EOY)
- $468,490
- Net assets (EOY)
- $1,132,578,571
- Net assets (BOY)
- $947,767,131
Income & contributions
- Employer contributions
- $51,898,810
- Total contributions
- $52,211,594
- Total income / additions
- $237,630,778
Expenses & distributions
- Benefits paid
- $51,689,696
- Administrative expenses
- $1,129,642
- Total expenses
- $52,819,338
- Net increase / (decrease)
- $184,811,440
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Invmts. Inst. Operations | SERVICE PROVIDER | $601,968 | $0 | 2023 |
| Electrical Welfare Trust Fund | SERVICE PROVIDER | $241,180 | not reported in the loaded dataset | 2023 |
| Sarfino And Rhoades, Llp | SERVICE PROVIDER | $54,325 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | SERVICE PROVIDER | $51,500 | not reported in the loaded dataset | 2023 |
| O'Donoghue And O'Donoghue | SERVICE PROVIDER | $23,561 | not reported in the loaded dataset | 2023 |
| Slevin & Hart P.C. | SERVICE PROVIDER | $11,841 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees For Electrical Wkrs Loc No. 26 Individual Account Fund
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Lanham, MD
- Fidelity Invmts. Inst. Operations — Schedule C compensation
- Electrical Welfare Trust Fund — Schedule C compensation
- Sarfino And Rhoades, Llp — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- O'Donoghue And O'Donoghue — Schedule C compensation
- Slevin & Hart P.C. — Schedule C compensation