Plan5500

2023 Form 5500 filing — Western Pennsylvania Electrical Employees Deferred Compensation Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723162648NAL0012148673001) for Western Pennsylvania Electrical Employees Deferred Compensation Plan, reported by Joint Board Of Trustees, Ibew Local Union No 5 & Western Pa Chapter Ne under EIN 25-1368983 and plan number 002. It reports 3,690 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240723162648NAL0012148673001
Filing year
2023
Form type
1
Plan sponsor
Joint Board Of Trustees, Ibew Local Union No 5 & Western Pa Chapter Ne
EIN
25-1368983
Plan number
002
Location
Pittsburgh, PA
Participants
3,690
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$451,064,992
Total liabilities (EOY)
$83,259
Net assets (EOY)
$450,981,733
Employer contributions
$28,077,427
Total income / additions
$86,160,663
Benefits paid
$34,911,000
Administrative expenses
$817,583
Total expenses
$35,728,583
Net increase / (decrease)
$50,432,080
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
John Hancock Retirement Plan ServicPLAN ADMINISTRATOR$343,327not reported in the loaded dataset
Central Data ServicesNONE$203,447not reported in the loaded dataset
Andco ConsultingNONE$42,000not reported in the loaded dataset
Calibre Cpa Group PllcNONE$28,556not reported in the loaded dataset
Meyer, Unkovic, & Scott, LlpNONE$11,114not reported in the loaded dataset

Related Form 5500 pages