2023 Form 5500 filing — Local 295 I.B.T. Employer Group Pension Trust 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 20250407133428NAL0009311619001) for Local 295 I.B.T. Employer Group Pension Trust Fund, reported by Trustees Of Local 295 I.B.T. Employer Group Pension Trust Fund under EIN 11-6172155 and plan number 001. It reports 5,573 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250407133428NAL0009311619001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Local 295 I.B.T. Employer Group Pension Trust Fund
- EIN
- 11-6172155
- Plan number
- 001
- Location
- New York, NY
- Participants
- 5,573
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $615,186,420
- Total liabilities (EOY)
- $376,194
- Net assets (EOY)
- $614,810,226
- Employer contributions
- $21,085,260
- Total income / additions
- $92,096,100
- Benefits paid
- $42,937,692
- Administrative expenses
- $2,355,695
- Total expenses
- $45,293,387
- Net increase / (decrease)
- $46,802,713
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Savasta And Company, Inc. | NONE | $540,646 | not reported in the loaded dataset |
| Columbia Management Investment Adv. | NONE | $480,476 | $0 |
| Jennison Associates | NONE | $315,189 | $0 |
| Horizon Actuarial Services, LLC | NONE | $130,352 | not reported in the loaded dataset |
| Quan-Vest Consultants, Inc. | NONE | $105,000 | not reported in the loaded dataset |
| Western Asset Management | NONE | $71,585 | not reported in the loaded dataset |
| Morgan, Lewis & Bockius, Llp | NONE | $70,959 | not reported in the loaded dataset |
| Stacey Braun Associates, Inc. | NONE | $68,856 | $0 |
| Calibre Cpa Group, Pllc | NONE | $54,702 | not reported in the loaded dataset |
| Us Bank, Na | NONE | $49,925 | $0 |
| Pitta, Llp | LEGAL COUNSEL | $46,620 | not reported in the loaded dataset |
| Bernzott Capital Advisors | NONE | $21,141 | not reported in the loaded dataset |
| Schultheis & Panettieri | NONE | $11,946 | not reported in the loaded dataset |
| Washington Capital Management, Inc. | NONE | $11,607 | not reported in the loaded dataset |
| Maxon Company | NONE | $0 | $11,154 |