Local 295 I.B.T. Employer Group Pension Trust Fund — Form 5500 plan (Trustees Of Local 295 I.B.T. Employer Group Pension Trust 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, Local 295 I.B.T. Employer Group Pension Trust Fund is a benefit plan reported by Trustees Of Local 295 I.B.T. Employer Group Pension Trust Fund under EIN 11-6172155 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,573 participants and $615,186,420 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Local 295 I.B.T. Employer Group Pension Trust Fund
- EIN
- 11-6172155
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 5,573
- End-of-year plan assets
- $615,186,420
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,573 | H, C | 20250407133428NAL0009311619001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $615,186,420
- Total liabilities (EOY)
- $376,194
- Net assets (EOY)
- $614,810,226
- Net assets (BOY)
- $568,007,513
Income & contributions
- Employer contributions
- $21,085,260
- Total contributions
- $21,085,260
- Total income / additions
- $92,096,100
Expenses & distributions
- Benefits paid
- $42,937,692
- Administrative expenses
- $2,355,695
- Total expenses
- $45,293,387
- Net increase / (decrease)
- $46,802,713
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Savasta And Company, Inc. | NONE | $540,646 | not reported in the loaded dataset | 2023 |
| Columbia Management Investment Adv. | NONE | $480,476 | $0 | 2023 |
| Jennison Associates | NONE | $315,189 | $0 | 2023 |
| Horizon Actuarial Services, LLC | NONE | $130,352 | not reported in the loaded dataset | 2023 |
| Quan-Vest Consultants, Inc. | NONE | $105,000 | not reported in the loaded dataset | 2023 |
| Western Asset Management | NONE | $71,585 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis & Bockius, Llp | NONE | $70,959 | not reported in the loaded dataset | 2023 |
| Stacey Braun Associates, Inc. | NONE | $68,856 | $0 | 2023 |
| Calibre Cpa Group, Pllc | NONE | $54,702 | not reported in the loaded dataset | 2023 |
| Us Bank, Na | NONE | $49,925 | $0 | 2023 |
| Pitta, Llp | LEGAL COUNSEL | $46,620 | not reported in the loaded dataset | 2023 |
| Bernzott Capital Advisors | NONE | $21,141 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri | NONE | $11,946 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc. | NONE | $11,607 | not reported in the loaded dataset | 2023 |
| Maxon Company | NONE | $0 | $11,154 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Local 295 I.B.T. Employer Group Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Savasta And Company, Inc. — Schedule C compensation
- Columbia Management Investment Adv. — Schedule C compensation
- Jennison Associates — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- Quan-Vest Consultants, Inc. — Schedule C compensation
- Western Asset Management — Schedule C compensation
- Morgan, Lewis & Bockius, Llp — Schedule C compensation
- Stacey Braun Associates, Inc. — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Us Bank, Na — Schedule C compensation
- Pitta, Llp — Schedule C compensation
- Bernzott Capital Advisors — Schedule C compensation
- Schultheis & Panettieri — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- Maxon Company — Schedule C compensation