Itpeu Pension Fund — Form 5500 plan (Itpeu 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, Itpeu Pension Fund is a benefit plan reported by Itpeu Pension Fund under EIN 11-2506736 and plan number 001. The latest loaded filing year is 2023. The filing reports 50,448 participants and $160,933,202 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Itpeu Pension Fund
- EIN
- 11-2506736
- Plan number
- 001
- Plan type
- 1
- Location
- Clark, NJ
- Latest filing year
- 2023
- Participants
- 50,448
- End-of-year plan assets
- $160,933,202
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 50,448 | H, C | 20250711140115NAL0004720819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $160,933,202
- Total liabilities (EOY)
- $465,369
- Net assets (EOY)
- $160,467,833
- Net assets (BOY)
- $140,531,266
Income & contributions
- Employer contributions
- $14,510,196
- Total contributions
- $14,510,196
- Total income / additions
- $32,841,285
Expenses & distributions
- Benefits paid
- $10,908,690
- Administrative expenses
- $1,996,028
- Total expenses
- $12,904,718
- Net increase / (decrease)
- $19,936,567
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| M.S. Administrators | ADMIN FOR RELATED PLAN | $1,142,891 | not reported in the loaded dataset | 2023 |
| Invesco | NONE | $152,669 | $0 | 2023 |
| Jp Morgan Chase Asset Mgmnt | NONE | $135,216 | not reported in the loaded dataset | 2023 |
| Spear Wilderman, P.C. | ATTORNEY FOR RELATED PLAN | $98,305 | not reported in the loaded dataset | 2023 |
| Weaver And Tidwell, Llp | AUDITOR FOR RELATED PLAN | $82,480 | not reported in the loaded dataset | 2023 |
| Mackay Shields, LLC | NONE | $81,825 | not reported in the loaded dataset | 2023 |
| Asb Capital Management LLC | NONE | $68,249 | not reported in the loaded dataset | 2023 |
| Quanvest Consultants, Inc. | CONSULTANT FOR RELATED PL | $62,496 | not reported in the loaded dataset | 2023 |
| Howard, Moore & Mcduffie | PAYROLL AUDITOR F | $34,198 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information LLC | SVCES FOR RELATED PLAN | $32,568 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $24,407 | not reported in the loaded dataset | 2023 |
| Mspc | CONSULTANT FOR RELATED PL | $18,000 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $13,781 | $1,013 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Itpeu Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Clark, NJ
- M.S. Administrators — Schedule C compensation
- Invesco — Schedule C compensation
- Jp Morgan Chase Asset Mgmnt — Schedule C compensation
- Spear Wilderman, P.C. — Schedule C compensation
- Weaver And Tidwell, Llp — Schedule C compensation
- Mackay Shields, LLC — Schedule C compensation
- Asb Capital Management LLC — Schedule C compensation
- Quanvest Consultants, Inc. — Schedule C compensation
- Howard, Moore & Mcduffie — Schedule C compensation
- Pension Benefit Information LLC — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Mspc — Schedule C compensation
- Comerica Bank — Schedule C compensation