National Electrical Annuity Plan — Form 5500 plan (Trustees Of The National Electrical Annuity Plan)
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, National Electrical Annuity Plan is a benefit plan reported by Trustees Of The National Electrical Annuity Plan under EIN 52-6132372 and plan number 001. The latest loaded filing year is 2023. The filing reports 163,629 participants and $15,807,345,093 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The National Electrical Annuity Plan
- EIN
- 52-6132372
- Plan number
- 001
- Plan type
- 1
- Location
- Rockville, MD
- Latest filing year
- 2023
- Participants
- 163,629
- End-of-year plan assets
- $15,807,345,093
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163,629 | H, C | 20240731101410NAL0021327777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,807,345,093
- Total liabilities (EOY)
- $1,175,714,922
- Net assets (EOY)
- $14,631,630,171
- Net assets (BOY)
- $12,607,972,331
Income & contributions
- Employer contributions
- $1,123,733,532
- Participant contributions
- $0
- Total contributions
- $1,123,733,532
- Total income / additions
- $2,508,897,153
Expenses & distributions
- Benefits paid
- $460,011,233
- Administrative expenses
- $25,228,080
- Total expenses
- $485,239,313
- Net increase / (decrease)
- $2,023,657,840
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Electrical Benefit Fund | AFFILIATED BENEFIT FUND | $5,573,811 | $1,100 | 2023 |
| Rbc Global Asset Management | NONE | $3,136,207 | $0 | 2023 |
| Chevy Chase Trust | NONE | $2,852,795 | $0 | 2023 |
| Ullico Infrastructure Fund | NONE | $1,442,355 | not reported in the loaded dataset | 2023 |
| National Real Estate Advisors | SUBSIDIARY OF AFFILIATED | $1,366,593 | not reported in the loaded dataset | 2023 |
| Blackrock Financial Management | NONE | $1,337,463 | $0 | 2023 |
| Pacific Investment Management Co Ll | NONE | $1,183,485 | $0 | 2023 |
| Newtower Trust Company | NONE | $1,100,578 | $0 | 2023 |
| Mackay Shields | NONE | $1,006,817 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | NONE | $919,097 | $0 | 2023 |
| Mosaic | NONE | $826,011 | not reported in the loaded dataset | 2023 |
| Principal Global Investors | NONE | $794,210 | $0 | 2023 |
| Lazard Asset Management LLC | NONE | $637,672 | $0 | 2023 |
| Lord Abbett & Co | NONE | $637,396 | not reported in the loaded dataset | 2023 |
| T Rowe Price | NONE | $431,751 | not reported in the loaded dataset | 2023 |
| Pgim | NONE | $415,277 | not reported in the loaded dataset | 2023 |
| Payden & Rygel | NONE | $367,302 | not reported in the loaded dataset | 2023 |
| Mellon Investments | NONE | $231,085 | $0 | 2023 |
| Potts-Dupre, Hawkins & Kramer, Char | NONE | $170,851 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $156,952 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $147,568 | not reported in the loaded dataset | 2023 |
| Legacy Professionals, Llp | NONE | $84,155 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $41,632 | not reported in the loaded dataset | 2023 |
| Eberts & Harrison | NONE | $0 | $38,730 | 2023 |
| Maddin Hauser Roth & Heller Pc | NONE | $28,529 | not reported in the loaded dataset | 2023 |
| Frank C Blackburn, M.D., LLC | NONE | $16,275 | not reported in the loaded dataset | 2023 |
| The Law Office Of Kirsten Doolittle | NONE | $11,659 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue, Llp | NONE | $10,113 | not reported in the loaded dataset | 2023 |
| Americaneagle.Com | NONE | $7,715 | not reported in the loaded dataset | 2023 |
| Sovos Compliance | NONE | $5,463 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The National Electrical Annuity Plan
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Rockville, MD
- National Electrical Benefit Fund — Schedule C compensation
- Rbc Global Asset Management — Schedule C compensation
- Chevy Chase Trust — Schedule C compensation
- Ullico Infrastructure Fund — Schedule C compensation
- National Real Estate Advisors — Schedule C compensation
- Blackrock Financial Management — Schedule C compensation
- Pacific Investment Management Co Ll — Schedule C compensation
- Newtower Trust Company — Schedule C compensation
- Mackay Shields — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Mosaic — Schedule C compensation
- Principal Global Investors — Schedule C compensation
- Lazard Asset Management LLC — Schedule C compensation
- Lord Abbett & Co — Schedule C compensation
- T Rowe Price — Schedule C compensation
- Pgim — Schedule C compensation
- Payden & Rygel — Schedule C compensation
- Mellon Investments — Schedule C compensation
- Potts-Dupre, Hawkins & Kramer, Char — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Legacy Professionals, Llp — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Eberts & Harrison — Schedule C compensation
- Maddin Hauser Roth & Heller Pc — Schedule C compensation
- Frank C Blackburn, M.D., LLC — Schedule C compensation
- The Law Office Of Kirsten Doolittle — Schedule C compensation
- O'Donoghue & O'Donoghue, Llp — Schedule C compensation
- Americaneagle.Com — Schedule C compensation
- Sovos Compliance — Schedule C compensation