2023 Form 5500 filing — Pension Plan Of The International Brotherhood Of Electrical Workers Local No. 445 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 20250217133007NAL0004497058002) for Pension Plan Of The International Brotherhood Of Electrical Workers Local No. 445 Pension Fund, reported by Board Of Trustees, Ibew Local 445 Pension Fund under EIN 38-6142222 and plan number 001. It reports 493 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250217133007NAL0004497058002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Ibew Local 445 Pension Fund
- EIN
- 38-6142222
- Plan number
- 001
- Location
- Madison Heights, MI
- Participants
- 493
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,298,891
- Total liabilities (EOY)
- $62,180
- Net assets (EOY)
- $30,236,711
- Employer contributions
- $2,624,916
- Total income / additions
- $4,855,262
- Benefits paid
- $1,949,205
- Administrative expenses
- $300,476
- Total expenses
- $2,249,681
- Net increase / (decrease)
- $2,605,581
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | NONE | $95,923 | not reported in the loaded dataset |
| Watkins Pawlick Calati & Prifti Pc | NONE | $32,061 | not reported in the loaded dataset |
| Wilson Mcshane Corporation | NONE | $26,019 | not reported in the loaded dataset |
| United Actuarial Services | NONE | $21,545 | not reported in the loaded dataset |
| Benda, Grace, Stulz & Company, P.C. | NONE | $15,000 | not reported in the loaded dataset |
| Western Asset Management | NONE | $0 | $0 |
| Kayne Anderson Rudnick Investment | NONE | $0 | $0 |
| Edge Asset Management | NONE | $0 | $0 |
| Clearbridge Investments, LLC | NONE | $0 | $0 |
| Martin Currie | NONE | $0 | $0 |
| John Hancock | NONE | $0 | $0 |
| Aristotle | NONE | $0 | $0 |
| Cohen & Steers | NONE | $0 | $0 |
| Cion Advisors | NONE | $0 | $0 |