Electrical Workers Local 369 Retirement Fund — Form 5500 plan (Electrical Workers Local 369 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, Electrical Workers Local 369 Retirement Fund is a benefit plan reported by Electrical Workers Local 369 Retirement Fund under EIN 61-0957563 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,434 participants and $488,483,498 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Electrical Workers Local 369 Retirement Fund
- EIN
- 61-0957563
- Plan number
- 001
- Plan type
- 1
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 3,434
- End-of-year plan assets
- $488,483,498
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,434 | H, C | 20250827140211NAL0005059139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $488,483,498
- Total liabilities (EOY)
- $17,414
- Net assets (EOY)
- $488,466,084
- Net assets (BOY)
- $418,310,124
Income & contributions
- Employer contributions
- $30,879,437
- Total contributions
- $30,879,437
- Total income / additions
- $101,090,941
Expenses & distributions
- Benefits paid
- $30,405,494
- Administrative expenses
- $529,487
- Total expenses
- $30,934,981
- Net increase / (decrease)
- $70,155,960
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Ins Co Of Ny | NONE | $147,513 | $0 | 2023 |
| Ledbetter Parisi, LLC | NONE | $49,963 | not reported in the loaded dataset | 2023 |
| Cherry Bekaert Llp | NONE | $36,585 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $26,440 | not reported in the loaded dataset | 2023 |
| Issi | NONE | $6,212 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $4,348 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Electrical Workers Local 369 Retirement Fund
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Empower Life & Annuity Ins Co Of Ny — Schedule C compensation
- Ledbetter Parisi, LLC — Schedule C compensation
- Cherry Bekaert Llp — Schedule C compensation
- The Segal Company — Schedule C compensation
- Issi — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation