Ibew Local 363-Money Purchase Pension Plan — Form 5500 plan (Ibew Local 363 Money Purchase Pension Plan)
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, Ibew Local 363-Money Purchase Pension Plan is a benefit plan reported by Ibew Local 363 Money Purchase Pension Plan under EIN 13-6530041 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,845 participants and $150,506,673 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local 363 Money Purchase Pension Plan
- EIN
- 13-6530041
- Plan number
- 001
- Plan type
- 1
- Location
- Harriman, NY
- Latest filing year
- 2023
- Participants
- 1,845
- End-of-year plan assets
- $150,506,673
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,845 | H, C | 20241015175624NAL0029317889002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $150,506,673
- Total liabilities (EOY)
- $174,685
- Net assets (EOY)
- $150,331,988
- Net assets (BOY)
- $136,018,764
Income & contributions
- Employer contributions
- $7,963,575
- Total contributions
- $7,963,575
- Total income / additions
- $22,911,347
Expenses & distributions
- Benefits paid
- $7,792,561
- Administrative expenses
- $805,562
- Total expenses
- $8,598,123
- Net increase / (decrease)
- $14,313,224
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $443,842 | $0 | 2023 |
| Mspc Certified Public Accountants | NONE | $15,450 | not reported in the loaded dataset | 2023 |
| L. 363 R.E. Corp. | AFFILIATED ORGANIZATIONS | $14,265 | not reported in the loaded dataset | 2023 |
| Berard & Associates Pc | NONE | $11,875 | not reported in the loaded dataset | 2023 |
| Milliman, Inc | NONE | $9,564 | not reported in the loaded dataset | 2023 |
| Archer Byington Llp | NONE | $8,695 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local 363 Money Purchase Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Harriman, NY
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Mspc Certified Public Accountants — Schedule C compensation
- L. 363 R.E. Corp. — Schedule C compensation
- Berard & Associates Pc — Schedule C compensation
- Milliman, Inc — Schedule C compensation
- Archer Byington Llp — Schedule C compensation