2023 Form 5500 filing — Ibew Local 150 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 20250324143430NAL0009271987002) for Ibew Local 150 Pension Plan, reported by Trustees Under Ibew Local 150 Pension Fund under EIN 36-6140629 and plan number 001. It reports 1,695 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250324143430NAL0009271987002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Under Ibew Local 150 Pension Fund
- EIN
- 36-6140629
- Plan number
- 001
- Location
- Lexington, KY
- Participants
- 1,695
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $249,888,722
- Total liabilities (EOY)
- $709,633
- Net assets (EOY)
- $249,179,089
- Employer contributions
- $14,073,198
- Total income / additions
- $34,948,543
- Benefits paid
- $19,550,039
- Administrative expenses
- $668,311
- Total expenses
- $20,218,350
- Net increase / (decrease)
- $14,730,193
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Reinhart Boerner Van Deuren S.C. | NONE | $90,659 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $70,508 | $0 |
| Reinhart Partners, Inc. | NONE | $56,116 | $0 |
| Meketa Investment Group, Inc. | NONE | $54,375 | not reported in the loaded dataset |
| Tic International Corp | NONE | $53,491 | not reported in the loaded dataset |
| United Actuarial Services, Inc | NONE | $44,960 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $27,937 | not reported in the loaded dataset |
| Strategic Capital Investment Adviso | NONE | $21,250 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $15,000 | $0 |