2023 Form 5500 filing — Electricians Pension Plan, Ibew 995
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 20250417153339NAL0002007760001) for Electricians Pension Plan, Ibew 995, reported by Trustees Of The Electricians Pension Plan, Ibew 995 under EIN 72-6057089 and plan number 001. It reports 1,366 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250417153339NAL0002007760001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Electricians Pension Plan, Ibew 995
- EIN
- 72-6057089
- Plan number
- 001
- Location
- Baton Rouge, LA
- Participants
- 1,366
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,865,258
- Total liabilities (EOY)
- $92,929
- Net assets (EOY)
- $73,772,329
- Employer contributions
- $6,182,084
- Total income / additions
- $16,589,797
- Benefits paid
- $8,319,304
- Administrative expenses
- $847,287
- Total expenses
- $9,166,591
- Net increase / (decrease)
- $7,423,206
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Investment Performance Service, L.L | NONE | $75,000 | not reported in the loaded dataset |
| Atlanta Capital Management Company | NONE | $61,041 | $979 |
| Gcm Grosvenor Secondary Opportuniti | NONE | $0 | $45,093 |
| Wellington Trust Company, Na | NONE | $0 | $43,343 |
| The Segal Company (Western States), | NONE | $42,000 | not reported in the loaded dataset |
| Boyd Watterson Asset Management Com | NONE | $35,599 | not reported in the loaded dataset |
| Corbin Capital Partners, L.P. | NONE | $0 | $34,995 |
| Duplantier, Hrapmman, Hogan & Maher | NONE | $33,060 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors Ll | NONE | $32,166 | not reported in the loaded dataset |
| Chartwell Investment Partners, LLC | NONE | $31,951 | not reported in the loaded dataset |
| Robein Urann Spencer Picard & Cange | NONE | $29,539 | not reported in the loaded dataset |
| Wcm International Small Cap Growth | NONE | $28,256 | $0 |
| Blackrock Institutional Trust Compa | NONE | $25,201 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies, LLC | NONE | $24,769 | not reported in the loaded dataset |
| Chevy Chase Trust Company | NONE | $17,887 | not reported in the loaded dataset |
| Comsolutions, Inc. | NONE | $12,088 | not reported in the loaded dataset |
| Pedelahore & Co., Llp | NONE | $9,240 | not reported in the loaded dataset |
| U.S. Bank National Association | CUSTODIAN | $6,634 | not reported in the loaded dataset |
| Richmond Capital Management | NONE | $5,269 | not reported in the loaded dataset |