2023 Form 5500 filing — International Brotherhood Of Electrical Workers Local Union No. 252 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 20241230092032NAL0010129955001) for International Brotherhood Of Electrical Workers Local Union No. 252 Pension Plan, reported by Ibew Local Union No. 252 Pension Plan Joint Board Of Trustees under EIN 38-6323896 and plan number 001. It reports 1,322 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241230092032NAL0010129955001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local Union No. 252 Pension Plan Joint Board Of Trustees
- EIN
- 38-6323896
- Plan number
- 001
- Location
- Ann Arbor, MI
- Participants
- 1,322
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $229,922,775
- Total liabilities (EOY)
- $536,753
- Net assets (EOY)
- $229,386,022
- Employer contributions
- $12,907,364
- Total income / additions
- $51,542,028
- Benefits paid
- $13,411,243
- Administrative expenses
- $872,331
- Total expenses
- $14,283,574
- Net increase / (decrease)
- $37,258,454
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Thomas D Luczak, Pllc | NONE | $216,991 | not reported in the loaded dataset |
| Bank Of Ann Arbor | NONE | $181,276 | not reported in the loaded dataset |
| Segal | NONE | $150,149 | not reported in the loaded dataset |
| Ann Arbor Benefit Administrators | NONE | $142,100 | not reported in the loaded dataset |
| Royal Bank Of Canada | NONE | $90,000 | not reported in the loaded dataset |
| Polk & Associates | NONE | $21,520 | not reported in the loaded dataset |
| Ullico | NONE | $14,261 | not reported in the loaded dataset |