Alaska Electrical Retirement Savings 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 Retirement Savings Plan is a benefit plan reported by Joint Board Of Trustees Alaska Electrical Pension Fund under EIN 92-6005171 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,491 participants and $222,905,280 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
- 002
- Plan type
- 1
- Location
- Anchorage, AK
- Latest filing year
- 2023
- Participants
- 4,491
- End-of-year plan assets
- $222,905,280
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,491 | H, C | 20241009132603NAL0018403665001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $222,905,280
- Total liabilities (EOY)
- $808,191
- Net assets (EOY)
- $222,097,089
- Net assets (BOY)
- $194,105,011
Income & contributions
- Employer contributions
- $9,707,615
- Participant contributions
- $3,358,698
- Total contributions
- $13,256,283
- Total income / additions
- $42,879,951
Expenses & distributions
- Benefits paid
- $14,217,523
- Administrative expenses
- $660,489
- Total expenses
- $14,887,873
- Net increase / (decrease)
- $27,992,078
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cliftonlarsonallen Llp | NONE | $39,761 | not reported in the loaded dataset | 2023 |
| Rael-Letson | NONE | $36,839 | not reported in the loaded dataset | 2023 |
| Mercer Investment LLC | NONE | $36,726 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $26,147 | not reported in the loaded dataset | 2023 |
| Color Art Printing | NONE | $7,916 | 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
- Cliftonlarsonallen Llp — Schedule C compensation
- Rael-Letson — Schedule C compensation
- Mercer Investment LLC — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Color Art Printing — Schedule C compensation