Puget Sound Electrical Workers 401(K) Savings Plan — Form 5500 plan (Board Of Trustees Puget Sound Electrical Workers 401(K) Savings 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, Puget Sound Electrical Workers 401(K) Savings Plan is a benefit plan reported by Board Of Trustees Puget Sound Electrical Workers 401(K) Savings Plan under EIN 91-6180326 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,093 participants and $553,048,013 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Puget Sound Electrical Workers 401(K) Savings Plan
- EIN
- 91-6180326
- Plan number
- 001
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 8,093
- End-of-year plan assets
- $553,048,013
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,093 | H, C | 20250310155351NAL0008527299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $553,048,013
- Total liabilities (EOY)
- $304,138
- Net assets (EOY)
- $552,743,875
- Net assets (BOY)
- $453,557,789
Income & contributions
- Employer contributions
- $23,423,203
- Participant contributions
- $13,284,997
- Total contributions
- $37,351,392
- Total income / additions
- $123,871,742
Expenses & distributions
- Benefits paid
- $23,369,160
- Administrative expenses
- $1,316,496
- Total expenses
- $24,685,656
- Net increase / (decrease)
- $99,186,086
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Welfare & Pension Admin Service Inc | NONE | $689,954 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Serv | NONE | $425,527 | $0 | 2023 |
| Verus Advisory, Inc. | NONE | $31,146 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $23,792 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $23,656 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $18,635 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Puget Sound Electrical Workers 401(K) Savings Plan
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Welfare & Pension Admin Service Inc — Schedule C compensation
- John Hancock Retirement Plan Serv — Schedule C compensation
- Verus Advisory, Inc. — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Rael & Letson — Schedule C compensation