Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees Alaska Electrical Pension Fund
- Sponsor EIN: 926005171
- Sponsor Address: 701 E TUDOR RD, SUITE 200, ANCHORAGE, AK, 99503
- Plan Type: DB
- Total Participants: 3,855
- Total Assets: $2.1B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,855 | $2.1B | $64.8M | $0 |
| 2023 | 3,898 | $2.0B | $61.1M | $0 |
| 2022 | 3,863 | $2.1B | $58.8M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $101,804 | — | $101,804 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $101,804
- Estimated Expense Ratio: 0.005% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $17,382,020 | $13,065,922 | — | $101,804 | — |
| 2023 | $16,070,901 | $11,878,527 | — | $95,473 | — |
| 2022 | $20,757,735 | $16,955,947 | — | — | $740,127 |