2023 Form 5500 filing — Local Union 1710 Ibew 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 20250411105505NAL0026078625001) for Local Union 1710 Ibew Pension Trust Fund, reported by Board Of Trustees, Local Union 1710 Ibew Pension under EIN 95-3826843 and plan number 001. It reports 1,996 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250411105505NAL0026078625001
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees, Local Union 1710 Ibew Pension
EIN
95-3826843
Plan number
001
Location
West Covina, CA
Participants
1,996
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$16,739,928
Total liabilities (EOY)
$9,853
Net assets (EOY)
$16,730,075
Employer contributions
$702,481
Total income / additions
$1,829,833
Benefits paid
$1,808,080
Administrative expenses
$400,010
Total expenses
$2,208,090
Net increase / (decrease)
-$378,257
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Benesys AdministratorsNONE$141,207not reported in the loaded dataset
Milliman, Inc.NONE$53,102not reported in the loaded dataset
Verus Advisory, Inc.NONE$50,000not reported in the loaded dataset
U.S. BankNONE$24,757not reported in the loaded dataset
Miller Kaplan Arase LlpNONE$16,800not reported in the loaded dataset
Melissa W. Cook And AssociatesNONE$10,351not reported in the loaded dataset
Withum Smith BrownNONE$7,201not reported in the loaded dataset

Related Form 5500 pages