Ibew Local 1249 Pension Plan — Form 5500 plan (Ibew Local 1249 Pension Fund Board Of Trustees)
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 1249 Pension Plan is a benefit plan reported by Ibew Local 1249 Pension Fund Board Of Trustees under EIN 15-6035161 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,764 participants and $571,881,172 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local 1249 Pension Fund Board Of Trustees
- EIN
- 15-6035161
- Plan number
- 001
- Plan type
- 1
- Location
- Cicero, NY
- Latest filing year
- 2023
- Participants
- 4,764
- End-of-year plan assets
- $571,881,172
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,764 | H, C | 20241008083212NAL0028161472002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $571,881,172
- Total liabilities (EOY)
- $2,360,553
- Net assets (EOY)
- $569,520,619
- Net assets (BOY)
- $480,613,474
Income & contributions
- Employer contributions
- $66,030,648
- Total contributions
- $66,030,648
- Total income / additions
- $109,961,646
Expenses & distributions
- Benefits paid
- $18,005,372
- Administrative expenses
- $3,049,129
- Total expenses
- $21,054,501
- Net increase / (decrease)
- $88,907,145
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan Chase Bank | NONE | $556,502 | not reported in the loaded dataset | 2023 |
| Ryan Youngman | NONE | $294,648 | not reported in the loaded dataset | 2023 |
| Joseph Mccarthy | NONE | $168,598 | not reported in the loaded dataset | 2023 |
| William Atherton | NONE | $110,866 | not reported in the loaded dataset | 2023 |
| Deborah Ann Tyoe | NONE | $96,383 | not reported in the loaded dataset | 2023 |
| Vanessa Scharf | NONE | $83,377 | not reported in the loaded dataset | 2023 |
| Aristotle Capital Management | NONE | $79,343 | not reported in the loaded dataset | 2023 |
| Cecy Wilson | NONE | $72,903 | not reported in the loaded dataset | 2023 |
| Diana Wozniak | NONE | $69,832 | not reported in the loaded dataset | 2023 |
| Blitman & King | NONE | $66,104 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $63,101 | $0 | 2023 |
| Amy Serwinowski | NONE | $59,319 | not reported in the loaded dataset | 2023 |
| Jessica Moskal | NONE | $53,858 | not reported in the loaded dataset | 2023 |
| Carrie Lojacono | NONE | $52,337 | not reported in the loaded dataset | 2023 |
| Bonadio & Co., Llp | NONE | $39,300 | not reported in the loaded dataset | 2023 |
| O'Sullivan Associates, Inc | NONE | $38,700 | not reported in the loaded dataset | 2023 |
| Waycross Partners LLC | NONE | $28,658 | $0 | 2023 |
| Pronexus LLC | NONE | $21,580 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local 1249 Pension Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Cicero, NY
- Jp Morgan Chase Bank — Schedule C compensation
- Ryan Youngman — Schedule C compensation
- Joseph Mccarthy — Schedule C compensation
- William Atherton — Schedule C compensation
- Deborah Ann Tyoe — Schedule C compensation
- Vanessa Scharf — Schedule C compensation
- Aristotle Capital Management — Schedule C compensation
- Cecy Wilson — Schedule C compensation
- Diana Wozniak — Schedule C compensation
- Blitman & King — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Amy Serwinowski — Schedule C compensation
- Jessica Moskal — Schedule C compensation
- Carrie Lojacono — Schedule C compensation
- Bonadio & Co., Llp — Schedule C compensation
- O'Sullivan Associates, Inc — Schedule C compensation
- Waycross Partners LLC — Schedule C compensation
- Pronexus LLC — Schedule C compensation