Alaska Electrical Pension Plan — Form 5500 plan (Joint Board Of Trustees Alaska Electrical Pension 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, Alaska Electrical Pension Plan is a benefit plan reported by Joint Board Of Trustees Alaska Electrical Pension Fund under EIN 92-6005171 and plan number 001. The latest loaded filing year is 2023. The filing reports 11,038 participants and $2,030,245,716 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Alaska Electrical Pension Fund
- EIN
- 92-6005171
- Plan number
- 001
- Plan type
- 1
- Location
- Anchorage, AK
- Latest filing year
- 2023
- Participants
- 11,038
- End-of-year plan assets
- $2,030,245,716
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,038 | H, C | 20241011124802NAL0022767521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,030,245,716
- Total liabilities (EOY)
- $8,695,953
- Net assets (EOY)
- $2,021,549,763
- Net assets (BOY)
- $2,021,204,149
Income & contributions
- Employer contributions
- $61,118,280
- Participant contributions
- $0
- Total contributions
- $61,118,280
- Total income / additions
- $184,781,352
Expenses & distributions
- Benefits paid
- $168,364,837
- Administrative expenses
- $16,070,901
- Total expenses
- $184,435,738
- Net increase / (decrease)
- $345,614
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bridgewater Associates Lp | NONE | $6,928,949 | not reported in the loaded dataset | 2023 |
| Ifm Investors Pty Ltd | NONE | $0 | $1,855,426 | 2023 |
| Schroder Investment Mgmnt Na Inc | NONE | $775,137 | not reported in the loaded dataset | 2023 |
| Washington Capital Management | NONE | $679,077 | not reported in the loaded dataset | 2023 |
| Adams Street Partners LLC | NONE | $599,103 | $0 | 2023 |
| Hotchkis & Wiley Capital Management | NONE | $446,620 | $0 | 2023 |
| Brandes Investment Partners Lp | NONE | $388,103 | $0 | 2023 |
| Peter Crosson | EMPLOYEE | $276,982 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $248,561 | not reported in the loaded dataset | 2023 |
| American Century Investment Mgmnt | NONE | $179,291 | $0 | 2023 |
| State Street Bank & Trust Company | NONE | $165,751 | $0 | 2023 |
| Mercer Investments LLC | NONE | $156,497 | not reported in the loaded dataset | 2023 |
| Rv Kuhns & Associates | NONE | $149,344 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen | NONE | $117,403 | not reported in the loaded dataset | 2023 |
| Sherry Borer | EMPLOYEE | $111,955 | not reported in the loaded dataset | 2023 |
| Western Asset Management Co Ca LLC | NONE | $110,316 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $75,382 | not reported in the loaded dataset | 2023 |
| Genaro Garcia | EMPLOYEE | $73,093 | not reported in the loaded dataset | 2023 |
| Catherine Laurio | EMPLOYEE | $65,946 | not reported in the loaded dataset | 2023 |
| Asa Belarde | EMPLOYEE | $52,700 | not reported in the loaded dataset | 2023 |
| Mary Douglas | EMPLOYEE | $50,810 | not reported in the loaded dataset | 2023 |
| Sabrina Konecky | EMPLOYEE | $36,248 | not reported in the loaded dataset | 2023 |
| Cassandra Bare | EMPLOYEE | $36,082 | not reported in the loaded dataset | 2023 |
| Fatty Nelson | EMPLOYEE | $35,424 | not reported in the loaded dataset | 2023 |
| Liez Miranda | EMPLOYEE | $34,086 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co Na | NONE | $31,922 | not reported in the loaded dataset | 2023 |
| Aukema | NONE | $30,567 | not reported in the loaded dataset | 2023 |
| Express Business Services | NONE | $26,944 | not reported in the loaded dataset | 2023 |
| Benjamin Neff | EMPLOYEE | $23,876 | not reported in the loaded dataset | 2023 |
| International Data Systems | NONE | $21,628 | not reported in the loaded dataset | 2023 |
| Color Art Printing | NONE | $17,310 | not reported in the loaded dataset | 2023 |
| Educational Management Assoc | NONE | $15,995 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $9,375 | not reported in the loaded dataset | 2023 |
| Birch Horton Bittner | NONE | $8,643 | not reported in the loaded dataset | 2023 |
| Tci Business Capital | NONE | $8,143 | not reported in the loaded dataset | 2023 |
| Vital Records Control | NONE | $6,962 | not reported in the loaded dataset | 2023 |
| Keepit Safe Inc | NONE | $6,938 | not reported in the loaded dataset | 2023 |
| Larry Bell | TRUSTEE | $6,546 | not reported in the loaded dataset | 2023 |
| On Board | NONE | $6,258 | not reported in the loaded dataset | 2023 |
| Northrim Bank | NONE | $5,939 | not reported in the loaded dataset | 2023 |
| Jay Rhodes | TRUSTEE | $5,800 | not reported in the loaded dataset | 2023 |
| Pam Cline | TRUSTEE | $5,602 | not reported in the loaded dataset | 2023 |
| Julius Matthew | TRUSTEE | $5,329 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Alaska Electrical Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in AK
- 401(k) and benefit plan filings in Anchorage, AK
- Bridgewater Associates Lp — Schedule C compensation
- Ifm Investors Pty Ltd — Schedule C compensation
- Schroder Investment Mgmnt Na Inc — Schedule C compensation
- Washington Capital Management — Schedule C compensation
- Adams Street Partners LLC — Schedule C compensation
- Hotchkis & Wiley Capital Management — Schedule C compensation
- Brandes Investment Partners Lp — Schedule C compensation
- Peter Crosson — Schedule C compensation
- Rael & Letson — Schedule C compensation
- American Century Investment Mgmnt — Schedule C compensation
- State Street Bank & Trust Company — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation
- Rv Kuhns & Associates — Schedule C compensation
- Cliftonlarsonallen — Schedule C compensation
- Sherry Borer — Schedule C compensation
- Western Asset Management Co Ca LLC — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Genaro Garcia — Schedule C compensation
- Catherine Laurio — Schedule C compensation
- Asa Belarde — Schedule C compensation
- Mary Douglas — Schedule C compensation
- Sabrina Konecky — Schedule C compensation
- Cassandra Bare — Schedule C compensation
- Fatty Nelson — Schedule C compensation
- Liez Miranda — Schedule C compensation
- Blackrock Institutional Trust Co Na — Schedule C compensation
- Aukema — Schedule C compensation
- Express Business Services — Schedule C compensation
- Benjamin Neff — Schedule C compensation
- International Data Systems — Schedule C compensation
- Color Art Printing — Schedule C compensation
- Educational Management Assoc — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Birch Horton Bittner — Schedule C compensation
- Tci Business Capital — Schedule C compensation
- Vital Records Control — Schedule C compensation
- Keepit Safe Inc — Schedule C compensation
- Larry Bell — Schedule C compensation
- On Board — Schedule C compensation
- Northrim Bank — Schedule C compensation
- Jay Rhodes — Schedule C compensation
- Pam Cline — Schedule C compensation
- Julius Matthew — Schedule C compensation