2023 Form 5500 filing — Ibew Local 150 Supplemental 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 20250324153457NAL0009323155001) for Ibew Local 150 Supplemental Pension Fund, reported by Trustees Under Ibew 150 Supplemental Pension Fund under EIN 36-4446184 and plan number 002. It reports 1,293 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250324153457NAL0009323155001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Under Ibew 150 Supplemental Pension Fund
- EIN
- 36-4446184
- Plan number
- 002
- Location
- Lexington, KY
- Participants
- 1,293
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $279,364,442
- Total liabilities (EOY)
- $523,834
- Net assets (EOY)
- $278,840,608
- Employer contributions
- $12,478,583
- Total income / additions
- $46,353,939
- Benefits paid
- $14,463,002
- Administrative expenses
- $229,185
- Total expenses
- $14,692,187
- Net increase / (decrease)
- $31,661,752
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meketa | NONE | $46,500 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren S.C. | NONE | $43,655 | not reported in the loaded dataset |
| Tic Intl Corp | NONE | $36,945 | not reported in the loaded dataset |
| Ibew Local Union 150 | SPONSORING UNION | $18,759 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $18,587 | not reported in the loaded dataset |
| Strategic Capital Investment Adviso | NONE | $12,500 | not reported in the loaded dataset |
| John Hancock Retirement Services | NONE | $10,297 | $0 |
| Trade Solutions | NONE | $7,437 | not reported in the loaded dataset |