2023 Form 5500 filing — Wwec Local 863 Pension Plan
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 20250616100321NAL0000436595001) for Wwec Local 863 Pension Plan, reported by Wwec Local 863 Pension Plan under EIN 26-3541447 and plan number 001. It reports 1,938 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250616100321NAL0000436595001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Wwec Local 863 Pension Plan
- EIN
- 26-3541447
- Plan number
- 001
- Location
- Mountainside, NJ
- Participants
- 1,938
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $189,503,483
- Total liabilities (EOY)
- $134,436
- Net assets (EOY)
- $189,369,047
- Employer contributions
- $5,814,975
- Total income / additions
- $38,525,682
- Benefits paid
- $17,883,904
- Administrative expenses
- $864,629
- Total expenses
- $18,748,533
- Net increase / (decrease)
- $19,777,149
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT MANAGEMENT FEE | $187,627 | not reported in the loaded dataset |
| Janney Montgomery Scott LLC | INVESTMENT MANAGER | $96,802 | not reported in the loaded dataset |
| The Segal Company | ACTUARY | $85,880 | not reported in the loaded dataset |
| Bederson Llp | ACCOUNTANT | $84,955 | not reported in the loaded dataset |
| Morgan Stanley Wealth Management | INVESTMENT MANAGEMENT FEE | $75,000 | not reported in the loaded dataset |
| Ubs Realty | INVESTMENT MANAGEMENT FEE | $55,474 | not reported in the loaded dataset |
| Principal Custody Solutions | CUSTODIAN | $24,930 | $0 |
| Bank Of New York Mellon | INVESTMENT MANAGEMENT FEE | $16,171 | not reported in the loaded dataset |
| Kenneth Nowak, Esq. | CONSULTANT | $8,000 | $0 |