2023 Form 5500 filing — Western Pa Electrical Employees Pension Trust Fund
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 20240725140225NAL0014612929003) for Western Pa Electrical Employees Pension Trust Fund, reported by Board Of Trustees,Ibew Local Union No 5 & Western Pa Chapter Neca under EIN 25-6032108 and plan number 001. It reports 4,886 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725140225NAL0014612929003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees,Ibew Local Union No 5 & Western Pa Chapter Neca
- EIN
- 25-6032108
- Plan number
- 001
- Location
- Pittsburgh, PA
- Participants
- 4,886
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $734,957,439
- Total liabilities (EOY)
- $339,456
- Net assets (EOY)
- $734,617,983
- Employer contributions
- $36,239,866
- Total income / additions
- $115,716,753
- Benefits paid
- $28,849,840
- Administrative expenses
- $3,400,914
- Total expenses
- $32,250,754
- Net increase / (decrease)
- $83,465,999
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Central Data Services | NONE | $592,310 | not reported in the loaded dataset |
| Qma LLC - Pnc | NONE | $522,429 | not reported in the loaded dataset |
| Manning & Napier Advisors, Lp | NONE | $263,795 | not reported in the loaded dataset |
| The Union Labor Life Insurance Co. | NONE | $151,959 | $0 |
| Exeter Trust Company | NONE | $101,506 | not reported in the loaded dataset |
| Andco Consulting | NONE | $100,000 | not reported in the loaded dataset |
| Loomis,Sayles & Company, Lp - Pnc | NONE | $75,110 | not reported in the loaded dataset |
| Boyd Watterson Asset Management LLC | NONE | $70,891 | not reported in the loaded dataset |
| Chartwell Investment Partners - Pnc | NONE | $69,936 | not reported in the loaded dataset |
| Pnc Advisors | NONE | $54,219 | $0 |
| Calibre Cpa Group, Pllc | NONE | $40,800 | not reported in the loaded dataset |
| Cowden Associates | NONE | $29,250 | not reported in the loaded dataset |
| Meyer, Unkovic & Scott, Llp | NONE | $15,761 | not reported in the loaded dataset |
| Comerica Bank | NONE | $13,181 | $0 |