2023 Form 5500 filing — Local 363 Ibew Supply House Employee Pension Fund
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 20241015181155NAL0029346721001) for Local 363 Ibew Supply House Employee Pension Fund, reported by Local 363 Ibew Supply House Employee Pension Fund Ttees under EIN 13-2972311 and plan number 001. It reports 107 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015181155NAL0029346721001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 363 Ibew Supply House Employee Pension Fund Ttees
- EIN
- 13-2972311
- Plan number
- 001
- Location
- Harriman, NY
- Participants
- 107
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,915,559
- Total liabilities (EOY)
- $11,000
- Net assets (EOY)
- $5,904,559
- Employer contributions
- $254,898
- Total income / additions
- $1,041,459
- Benefits paid
- $313,135
- Administrative expenses
- $84,343
- Total expenses
- $403,412
- Net increase / (decrease)
- $638,047
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc | NONE | $47,884 | $0 |
| Morgan Stanley Smith Barney | NONE | $18,649 | $0 |
| Mspc Certified Public Accountants | NONE | $10,300 | not reported in the loaded dataset |
| Berard & Associates Pc | NONE | $6,150 | not reported in the loaded dataset |