2023 Form 5500 filing — Ibew Eastern States Pension 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 20240925090008NAL0028569234002) for Ibew Eastern States Pension Plan, reported by Board Of Trustees Ibew Eastern States Pension Plan under EIN 14-6032279 and plan number 001. It reports 410 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925090008NAL0028569234002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Ibew Eastern States Pension Plan
- EIN
- 14-6032279
- Plan number
- 001
- Location
- Mount Laural, NJ
- Participants
- 410
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,518,012
- Total liabilities (EOY)
- $25,627
- Net assets (EOY)
- $4,492,385
- Employer contributions
- $93,296
- Total income / additions
- $1,114,231
- Benefits paid
- $623,677
- Administrative expenses
- $281,993
- Total expenses
- $905,670
- Net increase / (decrease)
- $208,561
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bpas Actuarial & Pension Services | NONE | $62,988 | not reported in the loaded dataset |
| Holm & Ohara Llp | NONE | $62,781 | not reported in the loaded dataset |
| Larry Magarik, Esq | PLAN TRUSTEE | $54,005 | not reported in the loaded dataset |
| Uhy Advisors Inc | NONE | $36,123 | not reported in the loaded dataset |
| Baratz & Associates, P.A. | NONE | $26,825 | not reported in the loaded dataset |
| Beacon Administrators & Consultants | NONE | $9,500 | not reported in the loaded dataset |
| Union Insurance Group | NONE | $5,800 | not reported in the loaded dataset |