2023 Form 5500 filing — Ibew Local 363-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 20241015175624NAL0029317889002) for Ibew Local 363-Money Purchase Pension Plan, reported by Ibew Local 363 Money Purchase Pension Plan under EIN 13-6530041 and plan number 001. It reports 1,845 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175624NAL0029317889002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local 363 Money Purchase Pension Plan
- EIN
- 13-6530041
- Plan number
- 001
- Location
- Harriman, NY
- Participants
- 1,845
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $150,506,673
- Total liabilities (EOY)
- $174,685
- Net assets (EOY)
- $150,331,988
- Employer contributions
- $7,963,575
- Total income / additions
- $22,911,347
- Benefits paid
- $7,792,561
- Administrative expenses
- $805,562
- Total expenses
- $8,598,123
- Net increase / (decrease)
- $14,313,224
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $443,842 | $0 |
| Mspc Certified Public Accountants | NONE | $15,450 | not reported in the loaded dataset |
| L. 363 R.E. Corp. | AFFILIATED ORGANIZATIONS | $14,265 | not reported in the loaded dataset |
| Berard & Associates Pc | NONE | $11,875 | not reported in the loaded dataset |
| Milliman, Inc | NONE | $9,564 | not reported in the loaded dataset |
| Archer Byington Llp | NONE | $8,695 | not reported in the loaded dataset |