2023 Form 5500 filing — Ibew Local 595 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 20241015142532NAL0028757025001) for Ibew Local 595 Pension Plan, reported by Board Of Trustees, Ibew Local 595 Pension Plan under EIN 94-6279541 and plan number 001. It reports 3,336 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142532NAL0028757025001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Ibew Local 595 Pension Plan
- EIN
- 94-6279541
- Plan number
- 001
- Location
- Pleasanton, CA
- Participants
- 3,336
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $531,354,141
- Total liabilities (EOY)
- $722,669
- Net assets (EOY)
- $530,631,472
- Employer contributions
- $26,829,305
- Total income / additions
- $78,932,316
- Benefits paid
- $41,189,792
- Administrative expenses
- $3,764,506
- Total expenses
- $44,954,298
- Net increase / (decrease)
- $33,978,018
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sierra Investment Partners, Inc. | NONE | $788,099 | not reported in the loaded dataset |
| Washington Capital Management, Inc. | NONE | $749,994 | not reported in the loaded dataset |
| Hamilton Lane Advisors, LLC | NONE | $527,446 | $0 |
| Victory Capital Management | NONE | $309,372 | $0 |
| Benesys, Inc. | NONE | $229,268 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $180,000 | not reported in the loaded dataset |
| Electrical Industry Service Corp. | RELATED ORGANIZATION | $160,751 | not reported in the loaded dataset |
| Dodge & Cox | NONE | $150,091 | $0 |
| Great Lakes Advisors, LLC | NONE | $124,390 | not reported in the loaded dataset |
| Rael & Letson | NONE | $104,406 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $57,525 | $0 |
| Leonard Carder, Llp | NONE | $55,344 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $45,800 | not reported in the loaded dataset |
| Stephen Horn Insurance Services | NONE | $0 | $19,471 |
| San Joaquin & Calaveras Cntys Jatc | NONE | $14,811 | not reported in the loaded dataset |