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Original filing (PDF)20251014203223NAL0001805283003
BOARD OF TRUSTEES ELECTRICAL WORKERS PENSION FUND
Form 5500
FILING_RECEIVED
ELECTRICAL WORKERS PENSION FUND
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
576
Accounts w/ balance
—
Plan assets (EOY)
$102.5M
Net assets (EOY)
$102.4M
How this plan invests
This plan
1 pooled trust
Schedule D
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 28 bps in Schedule C fees — 181% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES ELECTRICAL WORKERS PENSION FUND.
Plan sponsor
Name
BOARD OF TRUSTEES ELECTRICAL WORKERS PENSION FUND
EIN
41-6052631
Address
2002 LONDON ROAD, ROOM 300 · DULUTH, MN · 558122144
Phone
(218) 728-4231
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSON-MCSHANE CORPORATION | 41-0956552 | — | NONE | $185K | — |
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | NONE | $35K | — |
| UNITED ACTUARIAL SERVICES, INC. | 35-2156428 | — | NONE | $26K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $19K | — |
| WELLS FARGO | 23-2384840 | — | NONE | $15K | — |
| ANDREW, BRANSKY & POOLE, P.A | 41-1502219 | — | NONE | $9K | — |
Investments
13 direct securities · 1 pooled fund· $160.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$101.2M
13 holdings
Common Collective Trust
$59.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRANSAMERICA COLLECTIVE TRUST FUNDS TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $59.0M | 57.5% | |
| Transamerica Retirement Collective Trust Stock Index | — | — | $15.1M | $19.2M | 18.8% | |
| Transamerica Retirement Collective Trust Core Bond | — | — | $17.0M | $17.2M | 16.8% | |
| Fidelity Spartan Extend Market Index | — | — | $8.8M | $10.4M | 10.2% | |
| Transamerica Retirement Collective Trust High Yield Bond | — | — | $7.5M | $8.1M | 7.9% | |
| DFA Large Cap International | — | — | $6.4M | $6.1M | 5.9% | |
| American Funds EuroPacific Growth R6 | — | — | $6.5M | $6.1M | 5.9% | |
| Transamerica Retirement Collective Trust Large Value | — | — | $4.5M | $5.4M | 5.2% | |
| MFS Growth R3 | — | — | $5.7M | $5.4M | 5.2% | |
| Vanguard Total International Stock Index | — | — | $5.1M | $5.2M | 5.0% | |
| Transamerica Retirement Collective Trust Long Bond | — | — | $5.3M | $5.1M | 4.9% | |
| Vanguard Real Estate Index | — | — | $4.9M | $5.1M | 4.9% | |
| Transamerica Retirement Collective Trust Short-Term Bond | — | — | $3.9M | $4.0M | 3.9% | |
| Fidelity Inflation Protected Bond Index | — | — | $4.1M | $4.0M | 3.9% |
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