2023 Form 5500 filing — Pacificorp/Ibew Local 57 Retirement 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 20250415150301NAL0001578659001) for Pacificorp/Ibew Local 57 Retirement Trust Fund, reported by Board Of Trustees Of The Pacificorp/Ibew Local 57 Retirement Trust Fun under EIN 87-0640888 and plan number 001. It reports 1,383 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415150301NAL0001578659001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees Of The Pacificorp/Ibew Local 57 Retirement Trust Fun
- EIN
- 87-0640888
- Plan number
- 001
- Location
- San Ramon, CA
- Participants
- 1,383
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $212,573,453
- Total liabilities (EOY)
- $190,230
- Net assets (EOY)
- $212,383,223
- Employer contributions
- $2,540,168
- Total income / additions
- $16,067,873
- Benefits paid
- $24,306,938
- Administrative expenses
- $1,894,139
- Total expenses
- $26,201,077
- Net increase / (decrease)
- -$10,133,204
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys Administrators | not reported in the loaded dataset | $238,152 | not reported in the loaded dataset |
| Segal | not reported in the loaded dataset | $190,464 | not reported in the loaded dataset |
| Independent Fiduciary Services | not reported in the loaded dataset | $104,013 | not reported in the loaded dataset |
| Asb Capital Management LLC | not reported in the loaded dataset | $88,304 | not reported in the loaded dataset |
| Lsv Asset Management | not reported in the loaded dataset | $57,511 | not reported in the loaded dataset |
| Haynie And Company | not reported in the loaded dataset | $56,049 | not reported in the loaded dataset |
| Us Bank | not reported in the loaded dataset | $49,558 | not reported in the loaded dataset |
| Saltzman & Johnson Law Corp | not reported in the loaded dataset | $45,319 | not reported in the loaded dataset |
| Fidelity Investments | not reported in the loaded dataset | $39,664 | not reported in the loaded dataset |
| Western Asset Management Company | not reported in the loaded dataset | $22,032 | not reported in the loaded dataset |
| Smith, Graham & Co. Inv. Adv.,L.P. | not reported in the loaded dataset | $5,391 | not reported in the loaded dataset |