I.B.E.W. Local Union No. 90 Pension Fund — Form 5500 plan (Joint Board Of Trustees I.B.E.W. Local 90 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, I.B.E.W. Local Union No. 90 Pension Fund is a benefit plan reported by Joint Board Of Trustees I.B.E.W. Local 90 Pension Fund under EIN 06-6077020 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,087 participants and $88,549,243 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees I.B.E.W. Local 90 Pension Fund
- EIN
- 06-6077020
- Plan number
- 001
- Plan type
- 1
- Location
- Wallingford, CT
- Latest filing year
- 2023
- Participants
- 1,087
- End-of-year plan assets
- $88,549,243
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,087 | H, C | 20241015100442NAL0029204273003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,549,243
- Total liabilities (EOY)
- $176,858
- Net assets (EOY)
- $88,372,385
- Net assets (BOY)
- $81,368,158
Income & contributions
- Employer contributions
- $8,830,107
- Total contributions
- $8,830,107
- Total income / additions
- $16,800,514
Expenses & distributions
- Benefits paid
- $9,217,479
- Administrative expenses
- $578,808
- Total expenses
- $9,796,287
- Net increase / (decrease)
- $7,004,227
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan Asset Management | NONE | $127,062 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $69,655 | not reported in the loaded dataset | 2023 |
| Zenith American | NONE | $58,884 | not reported in the loaded dataset | 2023 |
| Robert Cheverie & Associates | NONE | $56,400 | not reported in the loaded dataset | 2023 |
| Summit Actuarial Services LLC | NONE | $47,500 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company, Na | NONE | $47,409 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Service, Inc | NONE | $30,046 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | not reported in the loaded dataset | $24,022 | not reported in the loaded dataset | 2023 |
| Beers, Hamerman, Cohen & Burger, Pc | NONE | $22,215 | not reported in the loaded dataset | 2023 |
| Novak Francella | NONE | $6,273 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees I.B.E.W. Local 90 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Wallingford, CT
- Jp Morgan Asset Management — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Zenith American — Schedule C compensation
- Robert Cheverie & Associates — Schedule C compensation
- Summit Actuarial Services LLC — Schedule C compensation
- Wellington Trust Company, Na — Schedule C compensation
- Segal Select Insurance Service, Inc — Schedule C compensation
- The Segal Company — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Beers, Hamerman, Cohen & Burger, Pc — Schedule C compensation
- Novak Francella — Schedule C compensation