Ibew Eastern States Pension Plan — Form 5500 plan (Board Of Trustees Ibew Eastern States 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 Eastern States Pension Plan is a benefit plan reported by Board Of Trustees Ibew Eastern States Pension Plan under EIN 14-6032279 and plan number 001. The latest loaded filing year is 2023. The filing reports 410 participants and $4,518,012 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Ibew Eastern States Pension Plan
- EIN
- 14-6032279
- Plan number
- 001
- Plan type
- 1
- Location
- Mount Laural, NJ
- Latest filing year
- 2023
- Participants
- 410
- End-of-year plan assets
- $4,518,012
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 410 | H, C | 20240925090008NAL0028569234002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,518,012
- Total liabilities (EOY)
- $25,627
- Net assets (EOY)
- $4,492,385
- Net assets (BOY)
- $4,283,824
Income & contributions
- Employer contributions
- $93,296
- Total contributions
- $93,296
- Total income / additions
- $1,114,231
Expenses & distributions
- Benefits paid
- $623,677
- Administrative expenses
- $281,993
- Total expenses
- $905,670
- Net increase / (decrease)
- $208,561
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bpas Actuarial & Pension Services | NONE | $62,988 | not reported in the loaded dataset | 2023 |
| Holm & Ohara Llp | NONE | $62,781 | not reported in the loaded dataset | 2023 |
| Larry Magarik, Esq | PLAN TRUSTEE | $54,005 | not reported in the loaded dataset | 2023 |
| Uhy Advisors Inc | NONE | $36,123 | not reported in the loaded dataset | 2023 |
| Baratz & Associates, P.A. | NONE | $26,825 | not reported in the loaded dataset | 2023 |
| Beacon Administrators & Consultants | NONE | $9,500 | not reported in the loaded dataset | 2023 |
| Union Insurance Group | NONE | $5,800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Ibew Eastern States Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Mount Laural, NJ
- Bpas Actuarial & Pension Services — Schedule C compensation
- Holm & Ohara Llp — Schedule C compensation
- Larry Magarik, Esq — Schedule C compensation
- Uhy Advisors Inc — Schedule C compensation
- Baratz & Associates, P.A. — Schedule C compensation
- Beacon Administrators & Consultants — Schedule C compensation
- Union Insurance Group — Schedule C compensation