2023 Form 5500 filing — Int'L Brotherhood Of Electrical Workers' Pension Benefit 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 20250409201510NAL0022944017001) for Int'L Brotherhood Of Electrical Workers' Pension Benefit Fund, reported by International Brotherhood Of Electrical Workers' Pension Benefit Fund under EIN 53-0088380 and plan number 001. It reports 556,598 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250409201510NAL0022944017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- International Brotherhood Of Electrical Workers' Pension Benefit Fund
- EIN
- 53-0088380
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 556,598
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,573,431,912
- Total liabilities (EOY)
- $55,362,028
- Net assets (EOY)
- $2,518,069,884
- Participant contributions
- $107,027,755
- Total income / additions
- $323,898,859
- Benefits paid
- $193,352,311
- Administrative expenses
- $14,798,094
- Total expenses
- $208,150,405
- Net increase / (decrease)
- $115,748,454
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| I.B.E.W. | SPONSOR | $2,900,000 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $1,813,688 | $0 |
| Ullico Investment Advisors, Inc. | NONE | $1,538,667 | not reported in the loaded dataset |
| Asb Capital Management | NONE | $1,019,080 | not reported in the loaded dataset |
| Potts-Dupre, Hawkins & Kramer, Chtd | NONE | $577,003 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $573,709 | not reported in the loaded dataset |
| Western Asset Management | NONE | $441,695 | not reported in the loaded dataset |
| Lord, Abbett & Co. LLC | NONE | $438,968 | not reported in the loaded dataset |
| Barrow Hanley Global Investors | NONE | $205,578 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $137,256 | not reported in the loaded dataset |
| Cs Capital Management, Inc. | NONE | $132,037 | not reported in the loaded dataset |
| Pyramis/Fidelity Asset Management | NONE | $122,577 | not reported in the loaded dataset |
| Cheiron, Inc. | NONE | $78,941 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $74,800 | not reported in the loaded dataset |
| Jarislowsky, Fraser Limited | NONE | $73,010 | not reported in the loaded dataset |
| Payden & Rygel | NONE | $53,103 | not reported in the loaded dataset |
| Parametric Group | NONE | $50,358 | not reported in the loaded dataset |
| Intech Investment Management LLC | NONE | $28,693 | not reported in the loaded dataset |