2023 Form 5500 filing — Ibew Local 840 Pension 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 20241009104445NAL0009118067001) for Ibew Local 840 Pension Fund, reported by Ibew Local 840 Pension Fund Board Of Trustees under EIN 16-6075984 and plan number 001. It reports 236 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009104445NAL0009118067001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local 840 Pension Fund Board Of Trustees
- EIN
- 16-6075984
- Plan number
- 001
- Location
- Geneva, NY
- Participants
- 236
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,891,365
- Total liabilities (EOY)
- $1,072,640
- Net assets (EOY)
- $27,818,725
- Employer contributions
- $1,991,772
- Total income / additions
- $4,499,048
- Benefits paid
- $1,427,377
- Administrative expenses
- $572,926
- Total expenses
- $2,000,303
- Net increase / (decrease)
- $2,498,745
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Institutional Consulting | NONE | $119,253 | not reported in the loaded dataset |
| Michael L. Davis | EMPLOYEE | $66,518 | not reported in the loaded dataset |
| Stephanie Kelly | EMPLOYEE | $65,000 | not reported in the loaded dataset |
| Kayne Anderson Core Real Estate, Lp | NONE | $31,288 | not reported in the loaded dataset |
| Joseph Mccarthy | NONE | $30,807 | not reported in the loaded dataset |
| Intercontinental Real Estate Fund | NONE | $30,209 | not reported in the loaded dataset |
| Bonadio & Co., Llp | NONE | $28,100 | not reported in the loaded dataset |
| Bolton Partners Northeast, Inc. | NONE | $19,800 | not reported in the loaded dataset |
| Robert Pizzo | NONE | $13,110 | not reported in the loaded dataset |