Southern Ct Ibew Pension Plan — Form 5500 plan (Board Of Trustees-Southern Ct Ibew Pension Fund)
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, Southern Ct Ibew Pension Plan is a benefit plan reported by Board Of Trustees-Southern Ct Ibew Pension Fund under EIN 06-0969878 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,012 participants and $54,185,030 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees-Southern Ct Ibew Pension Fund
- EIN
- 06-0969878
- Plan number
- 001
- Plan type
- 1
- Location
- Wallingford, CT
- Latest filing year
- 2023
- Participants
- 1,012
- End-of-year plan assets
- $54,185,030
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,012 | H, C | 20241014084225NAL0045350608001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,185,030
- Total liabilities (EOY)
- $72,720
- Net assets (EOY)
- $54,112,310
- Net assets (BOY)
- $50,165,615
Income & contributions
- Employer contributions
- $5,268,091
- Total contributions
- $5,268,091
- Total income / additions
- $11,218,910
Expenses & distributions
- Benefits paid
- $6,973,011
- Administrative expenses
- $299,204
- Total expenses
- $7,272,215
- Net increase / (decrease)
- $3,946,695
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $69,547 | not reported in the loaded dataset | 2023 |
| R. Cheverie & Assoc | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Cbiz Retirement Plan Services | NONE | $40,700 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $32,641 | $0 | 2023 |
| Novak Francella LLC | NONE | $20,366 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Advisors, LLC | NONE | $15,681 | $0 | 2023 |
| Grosvenor Capital Management, Lp | NONE | $8,173 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees-Southern Ct Ibew Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Wallingford, CT
- Zenith American Solutions — Schedule C compensation
- R. Cheverie & Assoc — Schedule C compensation
- Cbiz Retirement Plan Services — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Hamilton Lane Advisors, LLC — Schedule C compensation
- Grosvenor Capital Management, Lp — Schedule C compensation