Carolina Electrical Workers Retirement Fund retirement plans

Carolina Electrical Workers Retirement Fund, Pembroke Pines, FL. EIN 56-1351864. Annual reports 2009–2024. Also filed as Carolina Electrical Workers Retirement.

Carolina Electrical Workers Retirement Fund has one active retirement plan on file, the Carolina Electrical Workers Retirement Fund, with 5,190 participants and $154 million in assets in 2024. Compusys has been its recordkeeper since 2022. No traditional pension plan appears in Carolina Electrical Workers Retirement Fund's filings since 2009.

Active plans: 1
Participants: 5,190
Plan assets: $154 million
401(k) recordkeeper: Compusys
Plans on file: 1
Industry: Construction

The plan

Carolina Electrical Workers Retirement Fund

Money purchase pensionActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 56-1351864
Participants (2024): 5,190
Net assets (2024): $154 million
Recordkeeper: CompusysEarlier: US Bank (2021), Principal (2020), Wells Fargo (2012–2019)
Plan administrator: Carolina Electrical Workers Retirement Fund
2010 NW 150TH Ave
Pembroke Pines, FL 33028
(954) 266-6322As filed for 2024
In effect since: December 28, 1992

Earlier sponsor: Carolina Electrical Workers Retirement (2009–2011).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,190	$154 million	Compusys
2023	6,154	$136 million	Compusys
2022	5,806	$127 million	Compusys
2021	5,169	$144 million	US Bank
2020	5,049	$124 million	Principal
2019	5,607	$114 million	Wells Fargo
2018	5,078	$95.5 million	Wells Fargo
2017	3,916	$97.3 million	Wells Fargo
2016	4,464	$84.8 million	Wells Fargo
2015	4,143	$82.5 million	Wells Fargo
2014	3,995	$79.0 million	Wells Fargo
2013	4,293	$75.6 million	Wells Fargo
2012	3,695	$65.2 million	Wells Fargo
2011	3,581	$56.4 million	not listed
2010	3,465	$56.1 million	not listed
2009	3,378	$50.2 million	not listed

If you had money in one of these plans

Call Compusys, which runs the Carolina Electrical Workers Retirement Fund. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((954) 266-6322). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Carolina Electrical Workers Retirement Fund

If you had money in one of these plans

What these numbers are

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