2023 Form 5500 filing — Ibew Local 1245 Money Purchase 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 20241010191927NAL0010366867001) for Ibew Local 1245 Money Purchase Pension Plan, reported by Board Of Trustees Of Ibew 1245 Money Purchase Plan under EIN 94-6583240 and plan number 001. It reports 4,651 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010191927NAL0010366867001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Ibew 1245 Money Purchase Plan
- EIN
- 94-6583240
- Plan number
- 001
- Location
- San Ramon, CA
- Participants
- 4,651
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,387,947
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,387,947
- Employer contributions
- $103,616
- Total income / additions
- $4,793,072
- Benefits paid
- $3,069,241
- Administrative expenses
- $439,437
- Total expenses
- $3,508,678
- Net increase / (decrease)
- $1,284,394
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys Administrators | NONE | $181,083 | not reported in the loaded dataset |
| Alan Biller & Associates, Inc. | NONE | $58,083 | not reported in the loaded dataset |
| Evart, Young & Hobbs Inv. Mgmt | NONE | $56,355 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $24,900 | not reported in the loaded dataset |
| Smart Source LLC | NONE | $22,986 | not reported in the loaded dataset |
| Asb Allegiance Real Estate Fund | NONE | $22,133 | not reported in the loaded dataset |
| William Blair & Company | NONE | $15,335 | not reported in the loaded dataset |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $13,773 | not reported in the loaded dataset |
| Us Bank N.A. | NONE | $6,282 | not reported in the loaded dataset |