2023 Form 5500 filing — Itpeu 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 20250711140115NAL0004720819001) for Itpeu Pension Fund, reported by Itpeu Pension Fund under EIN 11-2506736 and plan number 001. It reports 50,448 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250711140115NAL0004720819001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Itpeu Pension Fund
- EIN
- 11-2506736
- Plan number
- 001
- Location
- Clark, NJ
- Participants
- 50,448
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $160,933,202
- Total liabilities (EOY)
- $465,369
- Net assets (EOY)
- $160,467,833
- Employer contributions
- $14,510,196
- Total income / additions
- $32,841,285
- Benefits paid
- $10,908,690
- Administrative expenses
- $1,996,028
- Total expenses
- $12,904,718
- Net increase / (decrease)
- $19,936,567
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| M.S. Administrators | ADMIN FOR RELATED PLAN | $1,142,891 | not reported in the loaded dataset |
| Invesco | NONE | $152,669 | $0 |
| Jp Morgan Chase Asset Mgmnt | NONE | $135,216 | not reported in the loaded dataset |
| Spear Wilderman, P.C. | ATTORNEY FOR RELATED PLAN | $98,305 | not reported in the loaded dataset |
| Weaver And Tidwell, Llp | AUDITOR FOR RELATED PLAN | $82,480 | not reported in the loaded dataset |
| Mackay Shields, LLC | NONE | $81,825 | not reported in the loaded dataset |
| Asb Capital Management LLC | NONE | $68,249 | not reported in the loaded dataset |
| Quanvest Consultants, Inc. | CONSULTANT FOR RELATED PL | $62,496 | not reported in the loaded dataset |
| Howard, Moore & Mcduffie | PAYROLL AUDITOR F | $34,198 | not reported in the loaded dataset |
| Pension Benefit Information LLC | SVCES FOR RELATED PLAN | $32,568 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $24,407 | not reported in the loaded dataset |
| Mspc | CONSULTANT FOR RELATED PL | $18,000 | not reported in the loaded dataset |
| Comerica Bank | NONE | $13,781 | $1,013 |