New Orleans Electrical Pension Fund — Form 5500 plan (Board Of Trustees Of The Noe 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, New Orleans Electrical Pension Fund is a benefit plan reported by Board Of Trustees Of The Noe Pension Plan under EIN 72-0219840 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,497 participants and $47,046,859 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Noe Pension Plan
- EIN
- 72-0219840
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 1,497
- End-of-year plan assets
- $47,046,859
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,497 | H, C | 20241014124513NAL0013297331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,046,859
- Total liabilities (EOY)
- $84,280
- Net assets (EOY)
- $46,962,579
- Net assets (BOY)
- $42,730,580
Income & contributions
- Employer contributions
- $1,812,794
- Total contributions
- $1,812,794
- Total income / additions
- $7,432,270
Expenses & distributions
- Benefits paid
- $2,815,911
- Administrative expenses
- $384,360
- Total expenses
- $3,200,271
- Net increase / (decrease)
- $4,231,999
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southern Benefit Administrators Inc | NONE | $115,654 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management | NONE | $59,691 | not reported in the loaded dataset | 2023 |
| Morgan Lewis & Bockius Llp | NONE | $41,443 | not reported in the loaded dataset | 2023 |
| National Real Estate Advisors | NONE | $34,598 | not reported in the loaded dataset | 2023 |
| Pbmares, Llp | NONE | $24,206 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $10,500 | not reported in the loaded dataset | 2023 |
| Money Market Fund | NONE | $0 | $0 | 2023 |
| Chevy Chase Trust Company | NONE | $0 | $0 | 2023 |
| Great Gray Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Noe Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Southern Benefit Administrators Inc — Schedule C compensation
- Wedge Capital Management — Schedule C compensation
- Morgan Lewis & Bockius Llp — Schedule C compensation
- National Real Estate Advisors — Schedule C compensation
- Pbmares, Llp — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Money Market Fund — Schedule C compensation
- Chevy Chase Trust Company — Schedule C compensation
- Great Gray Trust Company — Schedule C compensation