2023 Form 5500 filing — Ibew Local 595 Money Purchase 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 20241015022507NAL0028651105001) for Ibew Local 595 Money Purchase Pension Plan, reported by Board Of Trustees, Ibew Local 595 Money Purchase under EIN 94-6125583 and plan number 002. It reports 3,337 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015022507NAL0028651105001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Ibew Local 595 Money Purchase
- EIN
- 94-6125583
- Plan number
- 002
- Location
- Pleasanton, CA
- Participants
- 3,337
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $523,730,144
- Total liabilities (EOY)
- $459,197
- Net assets (EOY)
- $523,270,947
- Employer contributions
- $14,527,385
- Total income / additions
- $78,688,972
- Benefits paid
- $24,892,399
- Administrative expenses
- $1,418,900
- Total expenses
- $26,630,298
- Net increase / (decrease)
- $52,058,674
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dodge And Cox | NONE | $552,405 | $0 |
| Benesys, Inc. | NONE | $226,576 | not reported in the loaded dataset |
| Fidelity Inv Inst Operations Co Inc | NONE | $193,340 | $0 |
| Electrical Industry Service Corp | RELATED ORGANIZATION | $160,533 | not reported in the loaded dataset |
| Investment Performance Srvcs, LLC | NONE | $50,000 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $44,263 | not reported in the loaded dataset |
| Leonard Carder, Llp | NONE | $40,800 | not reported in the loaded dataset |
| Stephen Horn Insurance Services | NONE | $0 | $16,252 |
| San Joaquin & Calaveras Cntys Jatc | NONE | $13,546 | not reported in the loaded dataset |
| Rael & Letson | NONE | $7,656 | not reported in the loaded dataset |