National Electrical Benefit Fund — Form 5500 plan (Trustees Of The National Electrical Benefit 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, National Electrical Benefit Fund is a benefit plan reported by Trustees Of The National Electrical Benefit Fund under EIN 53-0181657 and plan number 001. The latest loaded filing year is 2023. The filing reports 655,103 participants and $18,888,816,930 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The National Electrical Benefit Fund
- EIN
- 53-0181657
- Plan number
- 001
- Plan type
- 1
- Location
- Rockville, MD
- Latest filing year
- 2023
- Participants
- 655,103
- End-of-year plan assets
- $18,888,816,930
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 655,103 | H, C | 20240731152142NAL0047246514001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,888,816,930
- Total liabilities (EOY)
- $1,218,007,395
- Net assets (EOY)
- $17,670,809,535
- Net assets (BOY)
- $16,591,884,241
Income & contributions
- Employer contributions
- $862,512,390
- Participant contributions
- $0
- Total contributions
- $862,512,390
- Total income / additions
- $2,461,568,257
Expenses & distributions
- Benefits paid
- $1,268,783,812
- Administrative expenses
- $113,859,151
- Total expenses
- $1,382,642,963
- Net increase / (decrease)
- $1,078,925,294
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Real Estate Advisors | SUBSIDIARY OF THE PLAN | $24,748,091 | not reported in the loaded dataset | 2023 |
| Payden & Rygel | NONE | $5,367,896 | not reported in the loaded dataset | 2023 |
| Rbc Global Asset Management | NONE | $3,773,498 | $0 | 2023 |
| Ullico Investment Advisors Inc | NONE | $3,030,754 | not reported in the loaded dataset | 2023 |
| Rcp Advisors 2,LLC | NONE | $2,842,870 | $0 | 2023 |
| Xperis It Company | NONE | $2,644,419 | not reported in the loaded dataset | 2023 |
| Investment Staff | EMPLOYEES | $2,357,770 | $938 | 2023 |
| Loomis Sayles & Company Lp | NONE | $2,269,357 | $0 | 2023 |
| Mellon Investments Corporation | NONE | $2,020,425 | not reported in the loaded dataset | 2023 |
| Asb Capital Management | NONE | $1,839,188 | not reported in the loaded dataset | 2023 |
| Crescent Capital Group | NONE | $1,671,415 | not reported in the loaded dataset | 2023 |
| Times Square Capital Management | NONE | $1,552,210 | $0 | 2023 |
| Union Labor Life Insurance Company | NONE | $1,524,511 | $0 | 2023 |
| Janus Capital Management LLC | NONE | $1,409,272 | $0 | 2023 |
| Potts-Dupre, Hawkins & Kramer | NONE | $1,220,631 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management LLC | NONE | $1,091,814 | not reported in the loaded dataset | 2023 |
| Administrative Staff | EMPLOYEES | $1,082,051 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | NONE | $1,077,850 | $0 | 2023 |
| Barrow, Hanley | NONE | $963,705 | $0 | 2023 |
| Lord Abbett & Co | NONE | $646,978 | not reported in the loaded dataset | 2023 |
| Cs Capital Management Inc | NONE | $607,495 | not reported in the loaded dataset | 2023 |
| Starquest Technologies Inc | NONE | $507,800 | not reported in the loaded dataset | 2023 |
| Global Commerce & Information, Inc. | NONE | $477,849 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $379,775 | not reported in the loaded dataset | 2023 |
| Protek Consulting LLC | NONE | $289,716 | not reported in the loaded dataset | 2023 |
| Buch Construction, Inc. | NONE | $280,733 | not reported in the loaded dataset | 2023 |
| Withumsmith & Brown | NONE | $276,138 | not reported in the loaded dataset | 2023 |
| Principal Global Investors | NONE | $237,229 | $0 | 2023 |
| Blackrock Financial Management | NONE | $201,537 | $0 | 2023 |
| Mosaic | NONE | $168,019 | not reported in the loaded dataset | 2023 |
| Eberts & Harrison | NONE | $0 | $152,803 | 2023 |
| Legacy Professionals, Llp | NONE | $144,914 | not reported in the loaded dataset | 2023 |
| Parametric Clifton | NONE | $139,566 | not reported in the loaded dataset | 2023 |
| Difede Ramsdell Bender | NONE | $133,769 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $131,385 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $127,646 | not reported in the loaded dataset | 2023 |
| Seertek Systems, Inc. | NONE | $117,600 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | NONE | $115,471 | not reported in the loaded dataset | 2023 |
| House Hanover LLC | NONE | $100,000 | not reported in the loaded dataset | 2023 |
| Canisolutions LLC | NONE | $93,600 | not reported in the loaded dataset | 2023 |
| Aston Carter, Inc | NONE | $75,517 | not reported in the loaded dataset | 2023 |
| Addison Group | NONE | $73,590 | not reported in the loaded dataset | 2023 |
| Southern California Ibew | NONE | $73,504 | not reported in the loaded dataset | 2023 |
| Green Key Temp | NONE | $73,174 | not reported in the loaded dataset | 2023 |
| Gross, Mendelsohn & Associates, P.A | NONE | $45,368 | not reported in the loaded dataset | 2023 |
| Randstad North America | NONE | $44,719 | not reported in the loaded dataset | 2023 |
| Invario Network Engineers | NONE | $42,159 | not reported in the loaded dataset | 2023 |
| Emprise Technologies, LLC | NONE | $35,775 | not reported in the loaded dataset | 2023 |
| Sherman Dunn | NONE | $33,297 | not reported in the loaded dataset | 2023 |
| Lp Analyst | NONE | $30,953 | not reported in the loaded dataset | 2023 |
| Mri Software LLC | NONE | $30,736 | not reported in the loaded dataset | 2023 |
| Atelier Architects, Inc. | NONE | $29,696 | not reported in the loaded dataset | 2023 |
| Specified Electrical Systems, LLC | NONE | $29,616 | not reported in the loaded dataset | 2023 |
| Maddin Hauser Roth & Heller Pc | NONE | $27,677 | not reported in the loaded dataset | 2023 |
| University Of North Alabama | NONE | $26,687 | not reported in the loaded dataset | 2023 |
| Zarin & Steinmetz | NONE | $21,492 | not reported in the loaded dataset | 2023 |
| Evestment | NONE | $21,237 | not reported in the loaded dataset | 2023 |
| Experis Manpower Group | NONE | $20,529 | not reported in the loaded dataset | 2023 |
| Chris Williams | FORMER EMPLOYEE | $17,595 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue, Llp | NONE | $15,001 | not reported in the loaded dataset | 2023 |
| Wipfli LLC | NONE | $14,441 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | NONE | $14,296 | not reported in the loaded dataset | 2023 |
| Olympia Moving & Storage | NONE | $12,940 | not reported in the loaded dataset | 2023 |
| The Retirement Plan Company, LLC | NONE | $12,500 | not reported in the loaded dataset | 2023 |
| Nimble Consulting Group | NONE | $12,113 | not reported in the loaded dataset | 2023 |
| Pnc Bank N.A. | NONE | $11,895 | not reported in the loaded dataset | 2023 |
| Freeman Expositions | NONE | $10,574 | not reported in the loaded dataset | 2023 |
| Hmb Legal Counsel | NONE | $10,031 | not reported in the loaded dataset | 2023 |
| Real Estate Research Corporation | NONE | $9,966 | not reported in the loaded dataset | 2023 |
| Electrical Training Alliance | NONE | $8,532 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $7,592 | not reported in the loaded dataset | 2023 |
| Diligent Corporation | NONE | $7,285 | not reported in the loaded dataset | 2023 |
| Capitol Process Services, Inc. | NONE | $6,198 | not reported in the loaded dataset | 2023 |
| Cherry Bekaert Llp | NONE | $5,967 | not reported in the loaded dataset | 2023 |
| Adp | NONE | $5,399 | not reported in the loaded dataset | 2023 |
| De Lage Landen Financial Services I | NONE | $5,020 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The National Electrical Benefit Fund
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Rockville, MD
- National Real Estate Advisors — Schedule C compensation
- Payden & Rygel — Schedule C compensation
- Rbc Global Asset Management — Schedule C compensation
- Ullico Investment Advisors Inc — Schedule C compensation
- Rcp Advisors 2,LLC — Schedule C compensation
- Xperis It Company — Schedule C compensation
- Investment Staff — Schedule C compensation
- Loomis Sayles & Company Lp — Schedule C compensation
- Mellon Investments Corporation — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- Crescent Capital Group — Schedule C compensation
- Times Square Capital Management — Schedule C compensation
- Union Labor Life Insurance Company — Schedule C compensation
- Janus Capital Management LLC — Schedule C compensation
- Potts-Dupre, Hawkins & Kramer — Schedule C compensation
- Lazard Asset Management LLC — Schedule C compensation
- Administrative Staff — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Barrow, Hanley — Schedule C compensation
- Lord Abbett & Co — Schedule C compensation
- Cs Capital Management Inc — Schedule C compensation
- Starquest Technologies Inc — Schedule C compensation
- Global Commerce & Information, Inc. — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Protek Consulting LLC — Schedule C compensation
- Buch Construction, Inc. — Schedule C compensation
- Withumsmith & Brown — Schedule C compensation
- Principal Global Investors — Schedule C compensation
- Blackrock Financial Management — Schedule C compensation
- Mosaic — Schedule C compensation
- Eberts & Harrison — Schedule C compensation
- Legacy Professionals, Llp — Schedule C compensation
- Parametric Clifton — Schedule C compensation
- Difede Ramsdell Bender — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Seertek Systems, Inc. — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- House Hanover LLC — Schedule C compensation
- Canisolutions LLC — Schedule C compensation
- Aston Carter, Inc — Schedule C compensation
- Addison Group — Schedule C compensation
- Southern California Ibew — Schedule C compensation
- Green Key Temp — Schedule C compensation
- Gross, Mendelsohn & Associates, P.A — Schedule C compensation
- Randstad North America — Schedule C compensation
- Invario Network Engineers — Schedule C compensation
- Emprise Technologies, LLC — Schedule C compensation
- Sherman Dunn — Schedule C compensation
- Lp Analyst — Schedule C compensation
- Mri Software LLC — Schedule C compensation
- Atelier Architects, Inc. — Schedule C compensation
- Specified Electrical Systems, LLC — Schedule C compensation
- Maddin Hauser Roth & Heller Pc — Schedule C compensation
- University Of North Alabama — Schedule C compensation
- Zarin & Steinmetz — Schedule C compensation
- Evestment — Schedule C compensation
- Experis Manpower Group — Schedule C compensation
- Chris Williams — Schedule C compensation
- O'Donoghue & O'Donoghue, Llp — Schedule C compensation
- Wipfli LLC — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- Olympia Moving & Storage — Schedule C compensation
- The Retirement Plan Company, LLC — Schedule C compensation
- Nimble Consulting Group — Schedule C compensation
- Pnc Bank N.A. — Schedule C compensation
- Freeman Expositions — Schedule C compensation
- Hmb Legal Counsel — Schedule C compensation
- Real Estate Research Corporation — Schedule C compensation
- Electrical Training Alliance — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Diligent Corporation — Schedule C compensation
- Capitol Process Services, Inc. — Schedule C compensation
- Cherry Bekaert Llp — Schedule C compensation
- Adp — Schedule C compensation
- De Lage Landen Financial Services I — Schedule C compensation