2023 Form 5500 filing — International Brotherhood Of Electrical Workers Local Union 305 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 20250313102609NAL0020608257001) for International Brotherhood Of Electrical Workers Local Union 305 Pension Plan, reported by Ibew Local Union 305 Pension Plan Board Of Trustees under EIN 35-0415460 and plan number 001. It reports 843 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250313102609NAL0020608257001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local Union 305 Pension Plan Board Of Trustees
- EIN
- 35-0415460
- Plan number
- 001
- Location
- Fort Wayne, IN
- Participants
- 843
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $89,684,532
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $89,684,532
- Employer contributions
- $4,310,785
- Total income / additions
- $19,116,688
- Benefits paid
- $5,537,578
- Administrative expenses
- $238,178
- Total expenses
- $5,775,756
- Net increase / (decrease)
- $13,340,932
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co. Of Am | NONE | $85,197 | $0 |
| Allotta, Farley Co., L.P.A. | NONE | $39,927 | not reported in the loaded dataset |
| Segal Select Insurance Co. | NONE | $30,738 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | NONE | $27,400 | not reported in the loaded dataset |
| I.B.E.W. Local 305 | NONE | $23,157 | not reported in the loaded dataset |
| Clark, Schaefer, Hackett & Co. | NONE | $20,900 | not reported in the loaded dataset |
| Onedigital Investment Adivsors LLC | NONE | $16,124 | not reported in the loaded dataset |
| Julie Carpenter | NONE | $5,400 | not reported in the loaded dataset |