Retirement plan

GREEN BAY ELECTRICAL WORKERS PENSION PLAN

Name: GREEN BAY ELECTRICAL WORKERS - GREEN BAY ELECTRICAL WORKERS PENSION PLAN (2024) Form 5500
Creator: GREEN BAY ELECTRICAL WORKERS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREEN BAY ELECTRICAL WORKERS PENSION PLAN, GREEN BAY ELECTRICAL WORKERS

GREEN BAY ELECTRICAL WORKERSEIN 39-0940777Plan #001PY 2024

2970 GREENBRIER RD - GREEN BAY, WI 54311920-432-0158LinkedIn1-10 employeesconsumer services

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$176.2M

+12.4% from 2023

Total participants

1,011

-1.7% from 2023

Average account balance

$190,729

+13.6% from 2023

Annual return

12.10%

-3.86 pp from 2023

Benchmarks

See 1,561 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants250-999

Cohort1,561 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$176.23M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$191K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

924

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

90.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.60M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.10%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$171

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
REINHART BOERNER VAN DEUREN S.C.5 years Filed as: REINHART BOERNER VAN DEUREN NORRIS Service code 29 · EIN 39-1126909	Legal	$56,044
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Contract Administrator	$36,219
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 10 4901 VINELAND RD STE 600 · ORLANDO, FL 32811	Accounting	$24,000

Plan features & details

Pension benefit codes2E2G2J2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$158K

$182 / participant

Recordkeeping$36K23.0%
Investment mgmt$24K15.2%
Legal$56K35.5%
Other trustee fees$3K2.0%
Other / not subdivided$38K24.3%

% of EOY assets

0.089%

all-in expense ratio

Categories reported

4 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CALIBRE CPA GROUP, PLLC
Auditor EIN: 470900880
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$190,729

$83,023+129.7%

$102,437+86.2%

$77,762+145.3%

Participation rate

90.0%

71.5%+18.4pp

74.5%+15.5pp

70.6%+19.4pp

Annual return

12.10%

19.12%-7.0pp

24.95%-12.9pp

31.27%-19.2pp

Employer contribution / active EE

$7,994

$3,552+125.0%

$3,871+106.5%

$2,728+193.0%

Participant deferral / active EE

$756

$4,110-81.6%

$5,060-85.1%

$4,651-83.7%

Admin fee / account holder

$171

$639-73.3%

$8,388-98.0%

$433-60.6%

Provider

Service type

Compensation

REINHART BOERNER VAN DEUREN S.C.5 years

Filed as: REINHART BOERNER VAN DEUREN NORRIS

Service code 29 · EIN 39-1126909

Legal

$56,044

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 13

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Contract Administrator

$36,219

MARINER LLC1 year

Filed as: MARINER INSTITUTIONAL LLC

Service code 10

4901 VINELAND RD STE 600 · ORLANDO, FL 32811

Accounting

$24,000

GREEN BAY ELECTRICAL WORKERS PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREEN BAY ELECTRICAL WORKERS PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion