Employer · plans filed under one EIN
Joint Board of Trustees Alaska Electrical Pension Fund
Anchorage, AK · Construction
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
Joint Board of Trustees Alaska Electrical Pension Fund, based in Anchorage, Alaska, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 15,895 participant records and $2.29B in net assets.
The largest is Alaska Electrical Pension Plan, a defined benefit pension plan with 11,263 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $74.4M and participant contributions $4.4M in the latest plan years; benefits paid were $191M. Schedule C compensation reported to service provider organisations totalled $12.8M.
Combined net assets moved from $1.49B in 2009 to $2.29B in 2024 (up 53%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Alaska Electrical Pension Plan | defined benefit pension plan | 2024 | 11,263 | $2.04B | $181,196 | $16,804 | $12.7M |
| Alaska Electrical Retirement Savings Plan | money purchase plan | 2024 | 4,632 | $246M | $53,089 | $3,824 | $114K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 15,895 | $2.29B | $74.4M | $4.4M |
| 2023 | 2 | 15,746 | $2.24B | $70.8M | $3.4M |
| 2022 | 2 | 15,529 | $2.22B | $67.9M | $3.3M |
| 2021 | 2 | 15,177 | $2.50B | $63.8M | $3.3M |
| 2020 | 2 | 14,992 | $2.32B | $62.8M | $3.2M |
| 2019 | 2 | 15,127 | $2.22B | $63.3M | $2.8M |
| 2018 | 2 | 14,887 | $2.03B | $59.4M | $2.8M |
| 2017 | 2 | 14,823 | $2.15B | $59.0M | $2.4M |
| 2016 | 2 | 15,006 | $1.96B | $60.2M | $2.5M |
| 2015 | 2 | 15,157 | $1.92B | $60.7M | $2.8M |
| 2014 | 2 | 15,210 | $2.01B | $59.3M | $2.5M |
| 2013 | 2 | 15,126 | $1.98B | $59.5M | $2.5M |
| 2012 | 2 | 14,951 | $1.79B | $58.7M | $2.5M |
| 2011 | 2 | 14,718 | $1.64B | $55.1M | $2.3M |
| 2010 | 2 | 14,820 | $1.67B | $54.3M | $1.9M |
| 2009 | 2 | 15,005 | $1.49B | $54.7M | $2.4M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Bridgewater Associates | Investment management | 1 | $7,514,504 |
| Ifm Investors Pty Ltd. | — | 1 | $1,204,027 |
| Washington Capital Management | — | 1 | $675,415 |
| Schroder Investment Mgmnt NA Inc. | Investment management | 1 | $642,369 |
| Adams Street Partners LLC | Investment management | 1 | $475,516 |
| Brandes Investment Partners LP | Investment management | 1 | $430,508 |
| Hotchkis & Wiley Capital Management | Investment management | 1 | $420,794 |
| Rael & Letson | Actuarial; Consulting (pension) | 2 | $340,072 |
| American Century Investment Mgmnt | Investment management | 1 | $327,308 |
| Mercer Investments LLC | Investment advisory (plan) | 2 | $207,715 |
| RV Kuhns & Associates | Investment advisory (plan) | 1 | $153,825 |
| CliftonLarsonAllen | Accounting (including auditing) | 2 | $151,922 |
| Color Art Printing | Copying and duplicating | 1 | $9,965 |
| U.S. Bank National Association | Investment management | 1 | $5,096 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Joint Board of Trustees Alaska Electrical Pension Fund have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Alaska Electrical Pension Plan and Alaska Electrical Retirement Savings Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Joint Board of Trustees Alaska Electrical Pension Fund contribute to its plans?
$74,393,340 in employer contributions across these plans in their latest plan years, about $11,681 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Bridgewater Associates, Ifm Investors Pty Ltd., Washington Capital Management and Schroder Investment Mgmnt NA Inc. and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.