Carolina Electrical Workers Retirement Fund — Form 5500 plan (Board Of Trustees Of Carolina Electrical Workers Retirement 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, Carolina Electrical Workers Retirement Fund is a benefit plan reported by Board Of Trustees Of Carolina Electrical Workers Retirement Fund under EIN 56-1351864 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,806 participants and $136,089,737 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Carolina Electrical Workers Retirement Fund
- EIN
- 56-1351864
- Plan number
- 001
- Plan type
- 1
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 5,806
- End-of-year plan assets
- $136,089,737
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,806 | H, C | 20241015162349NAL0030329121004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $136,089,737
- Total liabilities (EOY)
- $83,656
- Net assets (EOY)
- $136,006,081
- Net assets (BOY)
- $127,404,311
Income & contributions
- Employer contributions
- $8,470,558
- Total contributions
- $8,470,558
- Total income / additions
- $19,353,862
Expenses & distributions
- Benefits paid
- $9,675,699
- Administrative expenses
- $1,076,393
- Total expenses
- $10,752,092
- Net increase / (decrease)
- $8,601,770
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Intercontinental Real Estate | NONE | $166,339 | not reported in the loaded dataset | 2023 |
| Sierra Investment Partners, Inc. | NONE | $152,380 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $115,376 | $0 | 2023 |
| Wedge Capital | NONE | $97,587 | $0 | 2023 |
| Smith, Graham & Co. Investment Advi | NONE | $93,446 | $0 | 2023 |
| Hardman Johnston Global Advisors Ll | NONE | $78,161 | not reported in the loaded dataset | 2023 |
| Compusys | NONE | $70,800 | not reported in the loaded dataset | 2023 |
| Branstetter, Stranch & Jennings | NONE | $50,952 | not reported in the loaded dataset | 2023 |
| Blackrock Inst. Trust Co. | NONE | $43,110 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $42,907 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank, N.A. | NONE | $34,693 | not reported in the loaded dataset | 2023 |
| Asb Capital Management LLC | NONE | $28,666 | not reported in the loaded dataset | 2023 |
| Richmond Capital | NONE | $14,003 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $13,016 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Carolina Electrical Workers Retirement Fund
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Intercontinental Real Estate — Schedule C compensation
- Sierra Investment Partners, Inc. — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Wedge Capital — Schedule C compensation
- Smith, Graham & Co. Investment Advi — Schedule C compensation
- Hardman Johnston Global Advisors Ll — Schedule C compensation
- Compusys — Schedule C compensation
- Branstetter, Stranch & Jennings — Schedule C compensation
- Blackrock Inst. Trust Co. — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Jpmorgan Chase Bank, N.A. — Schedule C compensation
- Asb Capital Management LLC — Schedule C compensation
- Richmond Capital — Schedule C compensation
- Us Bank — Schedule C compensation