2023 Form 5500 filing — Ibew Local 325 Pension 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 20250616120923NAL0000483859003) for Ibew Local 325 Pension Fund, reported by Trustees Of Ibew Local 325 Pension Fund under EIN 16-6098105 and plan number 001. It reports 585 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250616120923NAL0000483859003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ibew Local 325 Pension Fund
- EIN
- 16-6098105
- Plan number
- 001
- Location
- Binghamton, NY
- Participants
- 585
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,344,011
- Total liabilities (EOY)
- $68,456
- Net assets (EOY)
- $68,275,555
- Employer contributions
- $5,639,600
- Total income / additions
- $12,459,074
- Benefits paid
- $5,372,956
- Administrative expenses
- $689,224
- Total expenses
- $6,062,180
- Net increase / (decrease)
- $6,396,894
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Manning & Napier | PARTY IN INTEREST | $64,317 | $0 |
| Bolton Partners Northeast, Inc. | NONE | $45,337 | not reported in the loaded dataset |
| Blitman & King | NONE | $43,657 | not reported in the loaded dataset |
| Investment Performance Services, Ll | NONE | $42,750 | not reported in the loaded dataset |
| Principal | NONE | $40,983 | not reported in the loaded dataset |
| Segall Bryant & Hamill | NONE | $30,049 | not reported in the loaded dataset |
| D'Arcangelo & Co., Llp | NONE | $17,100 | not reported in the loaded dataset |
| Jpmorgan Chase Bank National | NONE | $16,313 | not reported in the loaded dataset |
| Joseph W. Mccarthy & Associates | NONE | $14,878 | not reported in the loaded dataset |