2023 Form 5500 filing — Iubac - Local Union Officers & Employees 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 20250822103259NAL0002496323001) for Iubac - Local Union Officers & Employees Pension Plan, reported by Bd Of Trustees Iubac Local Union Officer & Empl Pension Plan under EIN 30-0853485 and plan number 002. It reports 1,203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250822103259NAL0002496323001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Iubac Local Union Officer & Empl Pension Plan
- EIN
- 30-0853485
- Plan number
- 002
- Location
- Washington, DC
- Participants
- 1,203
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $138,436,833
- Total liabilities (EOY)
- $144,111
- Net assets (EOY)
- $138,292,722
- Employer contributions
- $7,910,341
- Total income / additions
- $22,794,801
- Benefits paid
- $12,860,288
- Administrative expenses
- $969,336
- Total expenses
- $13,829,624
- Net increase / (decrease)
- $8,965,177
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Iubac | AFFILIATE | $574,471 | not reported in the loaded dataset |
| Alan D. Biller & Associates, Inc. | NONE | $67,310 | not reported in the loaded dataset |
| Cheiron, Inc. | NONE | $58,799 | not reported in the loaded dataset |
| Arrowstreet Capital | NONE | $57,770 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $43,050 | not reported in the loaded dataset |
| The Union Labor Life Insurance Co. | NONE | $21,144 | $0 |
| O'Dwyer & Bernstien, Llp | NONE | $11,250 | not reported in the loaded dataset |
| New Tower Trust Company | NONE | $10,009 | $0 |
| Comerica Bank | NONE | $7,637 | $0 |
| Investment Performance Services, Ll | NONE | $7,576 | $0 |
| Fuiman Moglia, Llp | NONE | $5,943 | not reported in the loaded dataset |