2023 Form 5500 filing — Ibew Local Union 363 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 20241015180640NAL0015220979004) for Ibew Local Union 363 Pension, reported by Ibew Lu 363 Pension under EIN 51-6041178 and plan number 001. It reports 1,607 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015180640NAL0015220979004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Lu 363 Pension
- EIN
- 51-6041178
- Plan number
- 001
- Location
- Harriman, NY
- Participants
- 1,607
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $143,925,100
- Total liabilities (EOY)
- $355,831
- Net assets (EOY)
- $143,569,269
- Employer contributions
- $10,487,395
- Total income / additions
- $27,994,192
- Benefits paid
- $10,418,179
- Administrative expenses
- $921,362
- Total expenses
- $11,339,541
- Net increase / (decrease)
- $16,654,651
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $414,705 | $0 |
| Millman, Inc | NONE | $108,889 | not reported in the loaded dataset |
| Mspc | NONE | $30,900 | not reported in the loaded dataset |
| L. 363 Jat R.E. Corp. | AFFILIATED ORGANIZATION | $17,115 | not reported in the loaded dataset |
| Archer Byington & Levine Llp | NONE | $8,860 | not reported in the loaded dataset |
| Bernard & Associates | NONE | $8,000 | not reported in the loaded dataset |