2023 Form 5500 filing — Indiana Electrical Workers 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 20250210074901NAL0017966097001) for Indiana Electrical Workers Pension Plan, reported by Indiana Electrical Workers Pension Trust Fund Ibew under EIN 35-1102579 and plan number 001. It reports 3,997 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250210074901NAL0017966097001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Indiana Electrical Workers Pension Trust Fund Ibew
- EIN
- 35-1102579
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 3,997
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $465,924,564
- Total liabilities (EOY)
- $335,042
- Net assets (EOY)
- $465,589,522
- Employer contributions
- $31,535,864
- Total income / additions
- $87,296,038
- Benefits paid
- $28,110,894
- Administrative expenses
- $2,470,100
- Total expenses
- $30,580,994
- Net increase / (decrease)
- $56,715,044
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sierra Investment Partners, Inc | NONE | $344,888 | not reported in the loaded dataset |
| Lyrical Asset Management | NONE | $292,709 | not reported in the loaded dataset |
| Deroy & Devereaux | NONE | $227,169 | $0 |
| Farr Miller & Washington | NONE | $225,713 | $0 |
| Segall Bryant & Hamill | NONE | $154,519 | $0 |
| National Real Estate Advisors, LLC | NONE | $123,520 | not reported in the loaded dataset |
| Asb Capital Management, LLC | NONE | $118,444 | not reported in the loaded dataset |
| Pnc Bank | NONE | $75,486 | $0 |
| Garcia Hamilton & Associates | NONE | $69,451 | not reported in the loaded dataset |
| David Ray | ADMINISTRATOR | $68,004 | not reported in the loaded dataset |
| Mariner Institutional, LLC | NONE | $60,000 | not reported in the loaded dataset |
| Whitney King | EMPLOYEE | $55,787 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $52,449 | not reported in the loaded dataset |
| United Actuarial Services | NONE | $52,108 | not reported in the loaded dataset |
| Lisa Smith | EMPLOYEE | $47,013 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $38,887 | not reported in the loaded dataset |
| Ledbetter Parisi, LLC | NONE | $21,638 | not reported in the loaded dataset |
| Pension Benefit Information | NONE | $5,200 | not reported in the loaded dataset |