Electrical Welfare Trust Fund — Form 5500 plan (Trustees For The Electrical Welfare Trust 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, Electrical Welfare Trust Fund is a benefit plan reported by Trustees For The Electrical Welfare Trust Fund under EIN 52-6038507 and plan number 501. The latest loaded filing year is 2023. The filing reports 12,343 participants and $282,005,725 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees For The Electrical Welfare Trust Fund
- EIN
- 52-6038507
- Plan number
- 501
- Plan type
- 1
- Location
- Lanham, MD
- Latest filing year
- 2023
- Participants
- 12,343
- End-of-year plan assets
- $282,005,725
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,343 | H, C | 20241018165508NAL0034368385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $282,005,725
- Total liabilities (EOY)
- $24,068,055
- Net assets (EOY)
- $257,937,670
- Net assets (BOY)
- $239,422,803
Income & contributions
- Employer contributions
- $152,342,952
- Participant contributions
- $4,219,569
- Total contributions
- $156,562,521
- Total income / additions
- $173,319,613
Expenses & distributions
- Benefits paid
- $148,694,221
- Administrative expenses
- $6,110,525
- Total expenses
- $154,804,746
- Net increase / (decrease)
- $18,514,867
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cvs Pharmacy, Inc | SERVICE PROVIDER | $26,553,851 | not reported in the loaded dataset | 2023 |
| Umr, Inc. | SERVICE PROVIDER | $6,332,782 | $0 | 2023 |
| Employees Of Electrical Welfare Fd | EMPLOYEE | $3,349,126 | not reported in the loaded dataset | 2023 |
| Janus Associates, Inc. | SERVICE PROVIDER | $477,765 | not reported in the loaded dataset | 2023 |
| United Concordia Dental | SERVICE PROVIDER | $368,493 | not reported in the loaded dataset | 2023 |
| Virta Medical P.C. | SERVICE PROVIDER | $330,533 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners, Inc | SERVICE PROVIDER | $291,619 | not reported in the loaded dataset | 2023 |
| Slevin And Hart, P.C. | SERVICE PROVIDER | $137,695 | not reported in the loaded dataset | 2023 |
| Telligen Inc. | SERVICE PROVIDER | $113,367 | not reported in the loaded dataset | 2023 |
| Sierra Investment Partners Inc | SERVICE PROVIDER | $88,125 | not reported in the loaded dataset | 2023 |
| Viveka Health, Inc. | SERVICE PROVIDER | $86,811 | not reported in the loaded dataset | 2023 |
| Sarfino And Rhoades | SERVICE PROVIDER | $80,750 | not reported in the loaded dataset | 2023 |
| The Segal Company | SERVICE PROVIDER | $68,700 | not reported in the loaded dataset | 2023 |
| M&T Bank | SERVICE PROVIDER | $63,674 | $0 | 2023 |
| Wedge Capital Management | SERVICE PROVIDER | $58,928 | $0 | 2023 |
| Investment Performance Services LLC | SERVICE PROVIDER | $26,250 | $0 | 2023 |
| Mcchesney And Dale, Pc | SERVICE PROVIDER | $21,473 | not reported in the loaded dataset | 2023 |
| Ryan And Wetmore, Pc | SERVICE PROVIDER | $17,954 | not reported in the loaded dataset | 2023 |
| Go Creative | SERVICE PROVIDER | $5,859 | not reported in the loaded dataset | 2023 |
| Forensic Accounting Group Pc | SERVICE PROVIDER | $5,737 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees For The Electrical Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Lanham, MD
- Cvs Pharmacy, Inc — Schedule C compensation
- Umr, Inc. — Schedule C compensation
- Employees Of Electrical Welfare Fd — Schedule C compensation
- Janus Associates, Inc. — Schedule C compensation
- United Concordia Dental — Schedule C compensation
- Virta Medical P.C. — Schedule C compensation
- Chartwell Investment Partners, Inc — Schedule C compensation
- Slevin And Hart, P.C. — Schedule C compensation
- Telligen Inc. — Schedule C compensation
- Sierra Investment Partners Inc — Schedule C compensation
- Viveka Health, Inc. — Schedule C compensation
- Sarfino And Rhoades — Schedule C compensation
- The Segal Company — Schedule C compensation
- M&T Bank — Schedule C compensation
- Wedge Capital Management — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Mcchesney And Dale, Pc — Schedule C compensation
- Ryan And Wetmore, Pc — Schedule C compensation
- Go Creative — Schedule C compensation
- Forensic Accounting Group Pc — Schedule C compensation