2023 Form 5500 filing — Local Union No. 4, Ibew 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 20241011142449NAL0039000656001) for Local Union No. 4, Ibew Pension Plan, reported by Local Union No. 4, Ibew under EIN 43-6031009 and plan number 002. It reports 595 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011142449NAL0039000656001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local Union No. 4, Ibew
- EIN
- 43-6031009
- Plan number
- 002
- Location
- Saint Louis, MO
- Participants
- 595
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,059,584
- Total liabilities (EOY)
- $32,815
- Net assets (EOY)
- $49,026,769
- Employer contributions
- $1,191,449
- Participant contributions
- $152,870
- Total income / additions
- $8,967,696
- Benefits paid
- $3,460,401
- Administrative expenses
- $125,771
- Total expenses
- $3,586,172
- Net increase / (decrease)
- $5,381,524
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ekon Advisors | NONE | $79,202 | not reported in the loaded dataset |
| Ekon Benefits | NONE | $17,820 | $32,915 |
| Invesco National Trust Company | NONE | $10,288 | $0 |
| Grabel, Schneiders, Hollman & Co | NONE | $6,500 | not reported in the loaded dataset |