2023 Form 5500 filing — Ibew Local 129 Pension Fund 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 20250215111506NAL0025677617001) for Ibew Local 129 Pension Fund Pension Plan, reported by Ibew Union Local 129 under EIN 34-6701406 and plan number 001. It reports 691 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250215111506NAL0025677617001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Union Local 129
- EIN
- 34-6701406
- Plan number
- 001
- Location
- Troy, MI
- Participants
- 691
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $116,886,401
- Total liabilities (EOY)
- $428,578
- Net assets (EOY)
- $116,457,823
- Employer contributions
- $2,746,432
- Total income / additions
- $15,187,161
- Benefits paid
- $7,065,485
- Administrative expenses
- $673,068
- Total expenses
- $7,738,553
- Net increase / (decrease)
- $7,448,608
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Realty Advisors | NONE | $109,505 | not reported in the loaded dataset |
| Newport Investment Advisors | NONE | $108,260 | not reported in the loaded dataset |
| Solxsys Administrative Solutions | NONE | $107,038 | not reported in the loaded dataset |
| Ullico Investment Advisors | NONE | $75,112 | not reported in the loaded dataset |
| Horizon Actuarial Services | NONE | $58,891 | not reported in the loaded dataset |
| Andco Consulting | NONE | $53,500 | not reported in the loaded dataset |
| Allotta Farley Co Lpa | NONE | $47,857 | not reported in the loaded dataset |
| Garcia Hamilton & Associates | NONE | $19,095 | not reported in the loaded dataset |
| Keybank | NONE | $15,743 | not reported in the loaded dataset |
| Dgperry | NONE | $11,148 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $10,000 | not reported in the loaded dataset |
| Todd Associates, Inc. | NONE | $8,138 | not reported in the loaded dataset |