2023 Form 5500 filing — Ibew Local 16, Afl-Cio & Multi- Employer 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 20241012223007NAL0024111985001) for Ibew Local 16, Afl-Cio & Multi- Employer Pension Plan, reported by Ibew Local 16, Afl-Cio & Multi- Employer Pension Plan under EIN 35-1488049 and plan number 001. It reports 2,071 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012223007NAL0024111985001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local 16, Afl-Cio & Multi- Employer Pension Plan
- EIN
- 35-1488049
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 2,071
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $378,665,018
- Total liabilities (EOY)
- $72,065
- Net assets (EOY)
- $378,592,953
- Employer contributions
- $13,168,898
- Total income / additions
- $69,275,243
- Benefits paid
- $21,483,849
- Administrative expenses
- $251,666
- Total expenses
- $21,735,515
- Net increase / (decrease)
- $47,539,728
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $0 | $146,309 |
| Southern Benefit Administrators | NONE | $94,573 | not reported in the loaded dataset |
| Standard Valuations | NONE | $32,450 | not reported in the loaded dataset |
| Daniels Irwin & Aylor | NONE | $23,600 | not reported in the loaded dataset |
| Hartnett Gladney Hetterman, LLC | NONE | $13,962 | not reported in the loaded dataset |
| Gac & Mutual Funds | NONE | $0 | $0 |
| Massachusetts Mutual Life Insurance | NONE | $0 | $0 |