2023 Form 5500 filing — Ibew Local Union 64 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 20241011133008NAL0010969747005) for Ibew Local Union 64 Pension Plan, reported by Ibew Local Union 64 Pension Plan Joint Board Of Trades under EIN 34-6654696 and plan number 002. It reports 614 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011133008NAL0010969747005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local Union 64 Pension Plan Joint Board Of Trades
- EIN
- 34-6654696
- Plan number
- 002
- Location
- Canfield, OH
- Participants
- 614
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,414,759
- Total liabilities (EOY)
- $44,042
- Net assets (EOY)
- $38,370,717
- Employer contributions
- $3,110,106
- Total income / additions
- $7,306,772
- Benefits paid
- $2,801,141
- Administrative expenses
- $231,395
- Total expenses
- $3,032,536
- Net increase / (decrease)
- $4,274,236
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | THIRD PARTY ADMINISTRATOR | $40,301 | not reported in the loaded dataset |
| Andco Consulting | INVESTMENT CONSULTANT | $37,000 | not reported in the loaded dataset |
| American Realty Advisors | INVESTMENT CUSTODIAN | $31,485 | not reported in the loaded dataset |
| Pbgc Premium | NONE | $21,490 | not reported in the loaded dataset |
| The Horton Group | ACTUARY | $21,437 | not reported in the loaded dataset |
| National Real Estate Advisors | INVESTMENT CUSTODIAN | $19,738 | not reported in the loaded dataset |
| Horizon Actuarial | ACTUARY | $15,688 | not reported in the loaded dataset |
| Yurchyk & Davis Cpa'S, Inc | AUDITOR | $14,835 | not reported in the loaded dataset |
| Pnc Bank, National Association | INVESTMENT CUSTODIAN | $7,658 | $0 |
| Faulkner, Hoffman & Phillips, LLC | ATTORNEY | $6,952 | not reported in the loaded dataset |