2023 Form 5500 filing — I.B.E.W. Local 1579 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 20250707113932NAL0003731313001) for I.B.E.W. Local 1579 Pension Plan, reported by I.B.E.W Local 1579 Pension Plan Board Of Trustees under EIN 58-1254974 and plan number 001. It reports 1,671 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250707113932NAL0003731313001
Filing year
2023
Form type
1
Plan sponsor
I.B.E.W Local 1579 Pension Plan Board Of Trustees
EIN
58-1254974
Plan number
001
Location
Jacksonville, FL
Participants
1,671
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$216,518,114
Total liabilities (EOY)
$50,408
Net assets (EOY)
$216,467,706
Employer contributions
$9,814,283
Total income / additions
$47,456,599
Benefits paid
$11,459,425
Administrative expenses
$602,459
Total expenses
$12,061,884
Net increase / (decrease)
$35,394,715
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Morgan Stanley Smith Barney LLCNONE$150,795$0
Marquette Associates IncNONE$109,500not reported in the loaded dataset
Neba IncNONE$107,750not reported in the loaded dataset
Horizon Actuarial Services LLCNONE$64,000not reported in the loaded dataset
Comerica BankNONE$24,175not reported in the loaded dataset
Legacy Professionals LlpNONE$23,033not reported in the loaded dataset
Quinn Connor Weaver DaviesNONE$13,362not reported in the loaded dataset

Related Form 5500 pages