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BOARD OF TRUSTEES ELECTRICAL WORKERS PENSION FUND - PART B

EIN 41-6052631-Construction-Latest filing 2024
Plans
3
Retirement
3
$365.4M assets
Welfare
0
Participants
2,677
2002 LONDON ROAD, ROOM 300 - DULUTH, MN 558122144218-728-4231
Plans on this EIN
3 filings
#004ProfitSharing-$189.7M - 938 part#001TraditionalDB-$102.5M - 1,305 part#005ProfitSharing-$73.2M - 434 part

Retirement portfolio analytics

3 plans aggregated / $365.4M assets / 2,677 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • FUND PART B (#004)52%
  • WORKERS PENSION FUND (#001)28%
  • FUND PART C (#005)20%
Total $365.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
72%top
  • MILLIMAN, INC.72%
  • (Not disclosed)28%
Total $365.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WORKERS PENSION FUND (#001)1,305
  • FUND PART B (#004)938
  • FUND PART C (#005)434
Total 2,677Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

ELECTRICAL WORKERS PENSION FUND PART B

ProfitSharing

Assets$189.7M
Participants938
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ELECTRICAL WORKERS PENSION FUND

TraditionalDB

Assets$102.5M
Participants1,305
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

ELECTRICAL WORKERS PENSION FUND PART C

ProfitSharing

Assets$73.2M
Participants434
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
004ELECTRICAL WORKERS PENSION FUND PART BProfitSharing$189.7M9382024
001ELECTRICAL WORKERS PENSION FUNDTraditionalDB$102.5M1,3052024
005ELECTRICAL WORKERS PENSION FUND PART CProfitSharing$73.2M4342024
Retirement plans
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