2023 Form 5500 filing — Ibew 648 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 20241213051253NAL0013355953001) for Ibew 648 Pension Plan, reported by Ibew 648 Pension Plan under EIN 31-6134845 and plan number 001. It reports 782 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241213051253NAL0013355953001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew 648 Pension Plan
- EIN
- 31-6134845
- Plan number
- 001
- Location
- Ona, WV
- Participants
- 782
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $79,959,854
- Total liabilities (EOY)
- $94,429
- Net assets (EOY)
- $79,865,425
- Employer contributions
- $7,226,220
- Total income / additions
- $16,122,856
- Benefits paid
- $6,006,482
- Administrative expenses
- $532,582
- Total expenses
- $6,539,064
- Net increase / (decrease)
- $9,583,792
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Asb Capital Management | NONE | $64,810 | not reported in the loaded dataset |
| Newtower Trust Company | NONE | $57,904 | not reported in the loaded dataset |
| Cuni, Rust & Strenk | NONE | $55,875 | not reported in the loaded dataset |
| Ledbetter, Parisi, LLC | NONE | $39,665 | not reported in the loaded dataset |
| Empower Trust Company LLC | NONE | $39,199 | not reported in the loaded dataset |
| American Benefit Corporation | NONE | $38,913 | not reported in the loaded dataset |
| Standard Valuations, Inc. | NONE | $28,750 | not reported in the loaded dataset |
| Adams Street Investment | NONE | $26,343 | not reported in the loaded dataset |
| Brandywine Global Investment Mgmt | NONE | $26,174 | not reported in the loaded dataset |
| Clark, Schaefer, Hackett & Co. | NONE | $25,000 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $24,780 | not reported in the loaded dataset |
| Pnc Bank National Association | NONE | $23,922 | not reported in the loaded dataset |
| Segall Bryant & Hamill, LLC | NONE | $14,702 | not reported in the loaded dataset |
| National Investment Services | NONE | $13,212 | not reported in the loaded dataset |
| Johnson Printing Company | NONE | $9,061 | not reported in the loaded dataset |
| Zacks Investment Management | NONE | $8,480 | not reported in the loaded dataset |
| Boyd Watterson Asset Management LLC | NONE | $7,315 | not reported in the loaded dataset |
| Frsecure | NONE | $5,112 | not reported in the loaded dataset |