2023 Form 5500 filing — Pension Fund Local 96-Ibew
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 20250414153655NAL0000837907001) for Pension Fund Local 96-Ibew, reported by Board Of Trustees-Pension Fund Local 96-Ibew under EIN 04-6295080 and plan number 001. It reports 790 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414153655NAL0000837907001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees-Pension Fund Local 96-Ibew
- EIN
- 04-6295080
- Plan number
- 001
- Location
- Wallingford, CT
- Participants
- 790
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,161,982
- Total liabilities (EOY)
- $111,823
- Net assets (EOY)
- $62,050,159
- Employer contributions
- $4,914,898
- Total income / additions
- $8,691,552
- Benefits paid
- $4,971,580
- Administrative expenses
- $410,760
- Total expenses
- $5,382,340
- Net increase / (decrease)
- $3,309,212
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions, Inc. | NONE | $74,002 | not reported in the loaded dataset |
| Segal Roitman | NONE | $39,915 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | NONE | $0 | $39,117 |
| Segal Marco Advisors | NONE | $35,200 | not reported in the loaded dataset |
| New Tower Trust Company | NONE | $0 | $32,529 |
| The Angell Pension Group, Inc. | NONE | $32,463 | not reported in the loaded dataset |
| Smith, Graham & Co. Inv. Advisors | NONE | $31,188 | $0 |
| Comerica Bank | NONE | $16,845 | $0 |
| Dana Investment Advisors, Inc. | NONE | $16,333 | $0 |
| Goldpoint Partners LLC | NONE | $3,101 | $12,768 |
| Novak Francella LLC | NONE | $15,575 | not reported in the loaded dataset |
| Santander Bank | NONE | $6,872 | not reported in the loaded dataset |
| Massachusetts Mutual Life Insurance | NONE | $0 | $0 |