2023 Form 5500 filing — Southern Ct 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 20241014084225NAL0045350608001) for Southern Ct Ibew Pension Plan, reported by Board Of Trustees-Southern Ct Ibew Pension Fund under EIN 06-0969878 and plan number 001. It reports 1,012 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014084225NAL0045350608001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees-Southern Ct Ibew Pension Fund
- EIN
- 06-0969878
- Plan number
- 001
- Location
- Wallingford, CT
- Participants
- 1,012
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,185,030
- Total liabilities (EOY)
- $72,720
- Net assets (EOY)
- $54,112,310
- Employer contributions
- $5,268,091
- Total income / additions
- $11,218,910
- Benefits paid
- $6,973,011
- Administrative expenses
- $299,204
- Total expenses
- $7,272,215
- Net increase / (decrease)
- $3,946,695
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $69,547 | not reported in the loaded dataset |
| R. Cheverie & Assoc | NONE | $50,000 | not reported in the loaded dataset |
| Cbiz Retirement Plan Services | NONE | $40,700 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $32,641 | $0 |
| Novak Francella LLC | NONE | $20,366 | not reported in the loaded dataset |
| Hamilton Lane Advisors, LLC | NONE | $15,681 | $0 |
| Grosvenor Capital Management, Lp | NONE | $8,173 | $0 |