2023 Form 5500 filing — I.B.E.W. Local 769 Management Pension Plan A
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 20250415171140NAL0001674003001) for I.B.E.W. Local 769 Management Pension Plan A, reported by Board Of Trustees I.B.E.W. Local 769 Mgmt Pension Plan A under EIN 86-6049763 and plan number 001. It reports 1,556 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415171140NAL0001674003001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees I.B.E.W. Local 769 Mgmt Pension Plan A
- EIN
- 86-6049763
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 1,556
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $191,488,124
- Total liabilities (EOY)
- $795,656
- Net assets (EOY)
- $190,692,468
- Employer contributions
- $18,271,231
- Total income / additions
- $39,879,356
- Benefits paid
- $5,554,266
- Administrative expenses
- $947,213
- Total expenses
- $6,501,479
- Net increase / (decrease)
- $33,377,877
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southwest Service Administrators | NONE | $136,348 | not reported in the loaded dataset |
| Wellington Trust Company, N.A. | NONE | $78,646 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $76,878 | not reported in the loaded dataset |
| Onsager, Werner & Oberg, Plc | NONE | $70,712 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $68,802 | not reported in the loaded dataset |
| Berry & Co., Cpa'S, Ltd | NONE | $58,368 | not reported in the loaded dataset |
| Cheiron, Inc. | NONE | $55,668 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | NONE | $53,484 | not reported in the loaded dataset |
| Solxsys Admin Solutions, LLC | NONE | $40,000 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $250 | $0 |