South Florida Electrical Workers Pension Plan — Form 5500 plan (Trustees Of South Florida Electrical Workers Pension 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, South Florida Electrical Workers Pension Plan is a benefit plan reported by Trustees Of South Florida Electrical Workers Pension Plan under EIN 59-6230530 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,396 participants and $133,223,868 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of South Florida Electrical Workers Pension Plan
- EIN
- 59-6230530
- Plan number
- 001
- Plan type
- 1
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 2,396
- End-of-year plan assets
- $133,223,868
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,396 | H, C | 20241015115510NAL0028277489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $133,223,868
- Total liabilities (EOY)
- $6,193
- Net assets (EOY)
- $133,217,675
- Net assets (BOY)
- $119,176,137
Income & contributions
- Employer contributions
- $6,486,337
- Total contributions
- $6,486,337
- Total income / additions
- $24,591,016
Expenses & distributions
- Benefits paid
- $9,451,902
- Administrative expenses
- $1,097,576
- Total expenses
- $10,549,478
- Net increase / (decrease)
- $14,041,538
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alan Eichenbaum | NONE | $182,500 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | NONE | $171,550 | not reported in the loaded dataset | 2023 |
| Southwest Service Administrators | NONE | $156,547 | not reported in the loaded dataset | 2023 |
| Bellows Associates, P.A. | NONE | $101,668 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $68,765 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management | NONE | $65,644 | not reported in the loaded dataset | 2023 |
| Bahl & Gaynor Investment Council | NONE | $52,387 | $0 | 2023 |
| Great Lake Advisors | NONE | $37,727 | not reported in the loaded dataset | 2023 |
| Seizert Capital Partners | NONE | $34,506 | $0 | 2023 |
| Chevy Chase Trust Company | NONE | $33,230 | not reported in the loaded dataset | 2023 |
| Pnc | NONE | $32,282 | not reported in the loaded dataset | 2023 |
| United Members Insurance, Inc. | NONE | $20,478 | $0 | 2023 |
| The Bank Of New York Mellon | NONE | $8,556 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of South Florida Electrical Workers Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Alan Eichenbaum — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Southwest Service Administrators — Schedule C compensation
- Bellows Associates, P.A. — Schedule C compensation
- The Segal Company — Schedule C compensation
- Boyd Watterson Asset Management — Schedule C compensation
- Bahl & Gaynor Investment Council — Schedule C compensation
- Great Lake Advisors — Schedule C compensation
- Seizert Capital Partners — Schedule C compensation
- Chevy Chase Trust Company — Schedule C compensation
- Pnc — Schedule C compensation
- United Members Insurance, Inc. — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation