Plan5500

2023 Form 5500 filing — Ibew Local No. 223 Pension

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 20241014092747NAL0013059843001) for Ibew Local No. 223 Pension, reported by Ibew Local No. 223 Union under EIN 04-2780301 and plan number 005. It reports 732 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014092747NAL0013059843001
Filing year
2023
Form type
1
Plan sponsor
Ibew Local No. 223 Union
EIN
04-2780301
Plan number
005
Location
Meriden, CT
Participants
732
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$58,771,671
Total liabilities (EOY)
$0
Net assets (EOY)
$58,771,671
Employer contributions
$7,107,082
Total income / additions
$11,714,337
Benefits paid
$4,044,254
Administrative expenses
$420,065
Total expenses
$4,464,319
Net increase / (decrease)
$7,250,018
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Segal ConsultingACTUARY$100,227not reported in the loaded dataset
Zenith American SolutionsPLAN ADMINISTRATOR$87,024not reported in the loaded dataset
Segal Marco AdvisorsCONSULTANTS$63,654not reported in the loaded dataset
Loomis Sayes And Co LpCONSULTANTS$41,227not reported in the loaded dataset
Segal Roitman LlpATTORNEY$22,990not reported in the loaded dataset
Us BankCONSULTANTS$17,225not reported in the loaded dataset
Lapier Dillon And Associates PcAUDITOR$12,086not reported in the loaded dataset
UbsCONSULTANTS$10,324not reported in the loaded dataset

Related Form 5500 pages