2023 Form 5500 filing — Ibew 332 Pension Plan - Part A
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 20250813105508NAL0025344178001) for Ibew 332 Pension Plan - Part A, reported by Board Of Trustees, Ibew 332 Pension Plan - Part A under EIN 94-2688032 and plan number 004. It reports 4,626 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250813105508NAL0025344178001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Ibew 332 Pension Plan - Part A
- EIN
- 94-2688032
- Plan number
- 004
- Location
- San Jose, CA
- Participants
- 4,626
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $764,254,005
- Total liabilities (EOY)
- $2,394,165
- Net assets (EOY)
- $761,859,840
- Employer contributions
- $39,491,755
- Total income / additions
- $91,552,165
- Benefits paid
- $48,941,402
- Administrative expenses
- $2,193,859
- Total expenses
- $51,135,261
- Net increase / (decrease)
- $40,416,904
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| National Real Estate Advisors, LLC | NONE | $415,670 | not reported in the loaded dataset |
| Panagora | NONE | $212,289 | not reported in the loaded dataset |
| United Administrative Services | NONE | $163,209 | not reported in the loaded dataset |
| Rreef America L.L.C. | NONE | $150,256 | not reported in the loaded dataset |
| Milliman | NONE | $130,305 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $128,492 | not reported in the loaded dataset |
| Alliance Bernstein | NONE | $118,052 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $112,483 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $110,000 | not reported in the loaded dataset |
| Parametric Portfolio Associates LLC | NONE | $100,964 | not reported in the loaded dataset |
| Kraw Law Group | NONE | $57,910 | not reported in the loaded dataset |
| Smart Source Critical Communication | NONE | $41,311 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $29,245 | not reported in the loaded dataset |
| Joseph Herrle | NONE | $24,420 | not reported in the loaded dataset |