Pension Fund Local 96-Ibew — Form 5500 plan (Board Of Trustees-Pension Fund Local 96-Ibew)
Plain-English plan 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, Pension Fund Local 96-Ibew is a benefit plan reported by Board Of Trustees-Pension Fund Local 96-Ibew under EIN 04-6295080 and plan number 001. The latest loaded filing year is 2023. The filing reports 790 participants and $62,161,982 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees-Pension Fund Local 96-Ibew
- EIN
- 04-6295080
- Plan number
- 001
- Plan type
- 1
- Location
- Wallingford, CT
- Latest filing year
- 2023
- Participants
- 790
- End-of-year plan assets
- $62,161,982
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 790 | H, C | 20250414153655NAL0000837907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,161,982
- Total liabilities (EOY)
- $111,823
- Net assets (EOY)
- $62,050,159
- Net assets (BOY)
- $58,740,947
Income & contributions
- Employer contributions
- $4,914,898
- Total contributions
- $4,914,898
- Total income / additions
- $8,691,552
Expenses & distributions
- Benefits paid
- $4,971,580
- Administrative expenses
- $410,760
- Total expenses
- $5,382,340
- Net increase / (decrease)
- $3,309,212
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions, Inc. | NONE | $74,002 | not reported in the loaded dataset | 2023 |
| Segal Roitman | NONE | $39,915 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp | NONE | $0 | $39,117 | 2023 |
| Segal Marco Advisors | NONE | $35,200 | not reported in the loaded dataset | 2023 |
| New Tower Trust Company | NONE | $0 | $32,529 | 2023 |
| The Angell Pension Group, Inc. | NONE | $32,463 | not reported in the loaded dataset | 2023 |
| Smith, Graham & Co. Inv. Advisors | NONE | $31,188 | $0 | 2023 |
| Comerica Bank | NONE | $16,845 | $0 | 2023 |
| Dana Investment Advisors, Inc. | NONE | $16,333 | $0 | 2023 |
| Goldpoint Partners LLC | NONE | $3,101 | $12,768 | 2023 |
| Novak Francella LLC | NONE | $15,575 | not reported in the loaded dataset | 2023 |
| Santander Bank | NONE | $6,872 | not reported in the loaded dataset | 2023 |
| Massachusetts Mutual Life Insurance | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees-Pension Fund Local 96-Ibew
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Wallingford, CT
- Zenith American Solutions, Inc. — Schedule C compensation
- Segal Roitman — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- New Tower Trust Company — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation
- Smith, Graham & Co. Inv. Advisors — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Dana Investment Advisors, Inc. — Schedule C compensation
- Goldpoint Partners LLC — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Santander Bank — Schedule C compensation
- Massachusetts Mutual Life Insurance — Schedule C compensation