2023 Form 5500 filing — Ibew Local 716 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 20241012122508NAL0041479152001) for Ibew Local 716 Pension Plan, reported by Board Of Trustees Of Ibew Local 716 Pension Plan under EIN 74-6174676 and plan number 001. It reports 5,292 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012122508NAL0041479152001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Ibew Local 716 Pension Plan
- EIN
- 74-6174676
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 5,292
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $200,759,313
- Total liabilities (EOY)
- $160,908
- Net assets (EOY)
- $200,598,405
- Employer contributions
- $4,023,453
- Total income / additions
- $33,365,989
- Benefits paid
- $8,081,148
- Administrative expenses
- $1,273,877
- Total expenses
- $9,355,025
- Net increase / (decrease)
- $24,010,964
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Resources, Inc. | ADMINISTRATOR | $214,199 | not reported in the loaded dataset |
| Hgk Trinity | INV MGMT | $168,925 | not reported in the loaded dataset |
| Ullico | INV MGMT | $91,092 | not reported in the loaded dataset |
| The Segal Co | ACTUARY | $90,830 | not reported in the loaded dataset |
| Voya | INV MGMT | $70,673 | not reported in the loaded dataset |
| Segal Marco | INV ADVISOR | $65,000 | not reported in the loaded dataset |
| Loomis | INV MGMT | $32,942 | not reported in the loaded dataset |
| Neca Se | RECORDKEEPER | $32,389 | not reported in the loaded dataset |
| Pat Flynn | ATTORNEY | $20,935 | not reported in the loaded dataset |
| Edwards And Leathers, P.C. | AUDITOR | $20,656 | not reported in the loaded dataset |