2023 Form 5500 filing — Ibew Local No. 229 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 20250307153009NAL0019929936001) for Ibew Local No. 229 Pension Fund, reported by Ibew Local No. 229 Pension Fund under EIN 23-6399737 and plan number 001. It reports 496 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250307153009NAL0019929936001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local No. 229 Pension Fund
- EIN
- 23-6399737
- Plan number
- 001
- Location
- Salem, VA
- Participants
- 496
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,955,569
- Total liabilities (EOY)
- $86,881
- Net assets (EOY)
- $40,868,688
- Employer contributions
- $2,049,141
- Total income / additions
- $7,129,114
- Benefits paid
- $1,403,832
- Administrative expenses
- $285,231
- Total expenses
- $1,689,063
- Net increase / (decrease)
- $5,440,051
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pfm Advisors | NONE | $123,921 | not reported in the loaded dataset |
| Lawrence C Musgove Assoc | NONE | $37,800 | not reported in the loaded dataset |
| Conrad Sigel Actuaries | NONE | $26,370 | not reported in the loaded dataset |
| Wilmington Trust Corporation | NONE | $20,845 | $0 |
| Odonoghue & Odonoghue | NONE | $17,650 | not reported in the loaded dataset |
| Baratz And Associates | NONE | $16,554 | not reported in the loaded dataset |
| Fischer Dorwart Pc | NONE | $8,000 | not reported in the loaded dataset |
| Fox Rothschild | NONE | $6,017 | not reported in the loaded dataset |