Engineers Agc Pension Plan Of The Inland Empire — Form 5500 plan (Engineers Agc Pension)
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, Engineers Agc Pension Plan Of The Inland Empire is a benefit plan reported by Engineers Agc Pension under EIN 91-6070237 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,232 participants and $198,990,988 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Engineers Agc Pension
- EIN
- 91-6070237
- Plan number
- 001
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 3,232
- End-of-year plan assets
- $198,990,988
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,232 | H, C | 20241014152310NAL0027698545005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $198,990,988
- Total liabilities (EOY)
- $162,248
- Net assets (EOY)
- $198,828,740
- Net assets (BOY)
- $192,149,982
Income & contributions
- Employer contributions
- $15,501,358
- Total contributions
- $15,501,358
- Total income / additions
- $25,988,821
Expenses & distributions
- Benefits paid
- $17,631,244
- Administrative expenses
- $1,678,819
- Total expenses
- $19,310,063
- Net increase / (decrease)
- $6,678,758
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Washington Capital Management | NONE | $294,119 | not reported in the loaded dataset | 2023 |
| Welfare And Pension Admin Service | NONE | $280,202 | not reported in the loaded dataset | 2023 |
| Delaware Investments | NONE | $199,197 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $165,451 | not reported in the loaded dataset | 2023 |
| Ullico | NONE | $150,568 | not reported in the loaded dataset | 2023 |
| Harding Loevner | NONE | $107,218 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $95,607 | $0 | 2023 |
| Segal Marco Advisors | NONE | $70,000 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Agency | NONE | $63,273 | not reported in the loaded dataset | 2023 |
| Fiera Capital, Inc. | NONE | $50,034 | not reported in the loaded dataset | 2023 |
| Anastasi, Moore & Martin | NONE | $33,322 | not reported in the loaded dataset | 2023 |
| Turner, Stoeve & Gagliardi | NONE | $31,903 | not reported in the loaded dataset | 2023 |
| American Arbitration Association | NONE | $5,629 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Engineers Agc Pension
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Washington Capital Management — Schedule C compensation
- Welfare And Pension Admin Service — Schedule C compensation
- Delaware Investments — Schedule C compensation
- Milliman — Schedule C compensation
- Ullico — Schedule C compensation
- Harding Loevner — Schedule C compensation
- Us Bank — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Marsh & Mclennan Agency — Schedule C compensation
- Fiera Capital, Inc. — Schedule C compensation
- Anastasi, Moore & Martin — Schedule C compensation
- Turner, Stoeve & Gagliardi — Schedule C compensation
- American Arbitration Association — Schedule C compensation