N.E.C.A.-I.B.E.W. Local Union No. 35 Pension Fund — Form 5500 plan (Bd Of Trustees -N.E.C.A.-I.B.E.W. Local Union No. 35 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, N.E.C.A.-I.B.E.W. Local Union No. 35 Pension Fund is a benefit plan reported by Bd Of Trustees -N.E.C.A.-I.B.E.W. Local Union No. 35 Pension Fund under EIN 06-6152969 and plan number 001. The latest loaded filing year is 2023. The filing reports 921 participants and $80,497,351 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees -N.E.C.A.-I.B.E.W. Local Union No. 35 Pension Fund
- EIN
- 06-6152969
- Plan number
- 001
- Plan type
- 1
- Location
- Meriden, CT
- Latest filing year
- 2023
- Participants
- 921
- End-of-year plan assets
- $80,497,351
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 921 | H, C | 20250217083955NAL0001678641001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,497,351
- Total liabilities (EOY)
- $113,244
- Net assets (EOY)
- $80,384,107
- Net assets (BOY)
- $76,818,066
Income & contributions
- Employer contributions
- $5,027,126
- Total contributions
- $5,027,126
- Total income / additions
- $11,770,223
Expenses & distributions
- Benefits paid
- $7,595,213
- Administrative expenses
- $608,969
- Total expenses
- $8,204,182
- Net increase / (decrease)
- $3,566,041
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions, Inc. | NONE | $77,784 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group Llp | NONE | $66,223 | not reported in the loaded dataset | 2023 |
| Harborvest Partners, LLC | NONE | $0 | $55,894 | 2023 |
| Ifm Investors, LLC | NONE | $55,539 | $0 | 2023 |
| Robert Cheverie & Assoc. | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| National Real Estate Advisors, LLC | NONE | $48,934 | not reported in the loaded dataset | 2023 |
| Cbiz Inc | NONE | $47,600 | not reported in the loaded dataset | 2023 |
| Ubs Realty Investors LLC | NONE | $44,527 | not reported in the loaded dataset | 2023 |
| Rcp Advisors 2, LLC | NONE | $0 | $31,785 | 2023 |
| Principal Custody Solutions | NONE | $25,594 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $18,231 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Advisors, LLC | NONE | $0 | $18,172 | 2023 |
| The Union Labor Life Ins. Co. | NONE | $5,928 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees -N.E.C.A.-I.B.E.W. Local Union No. 35 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Meriden, CT
- Zenith American Solutions, Inc. — Schedule C compensation
- Meketa Investment Group Llp — Schedule C compensation
- Harborvest Partners, LLC — Schedule C compensation
- Ifm Investors, LLC — Schedule C compensation
- Robert Cheverie & Assoc. — Schedule C compensation
- National Real Estate Advisors, LLC — Schedule C compensation
- Cbiz Inc — Schedule C compensation
- Ubs Realty Investors LLC — Schedule C compensation
- Rcp Advisors 2, LLC — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Hamilton Lane Advisors, LLC — Schedule C compensation
- The Union Labor Life Ins. Co. — Schedule C compensation