Ibew Local 840 Pension Fund — Form 5500 plan (Ibew Local 840 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 840 Pension Fund is a benefit plan reported by Ibew Local 840 Pension Fund Board Of Trustees under EIN 16-6075984 and plan number 001. The latest loaded filing year is 2023. The filing reports 236 participants and $28,891,365 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local 840 Pension Fund Board Of Trustees
- EIN
- 16-6075984
- Plan number
- 001
- Plan type
- 1
- Location
- Geneva, NY
- Latest filing year
- 2023
- Participants
- 236
- End-of-year plan assets
- $28,891,365
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 236 | H, C | 20241009104445NAL0009118067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,891,365
- Total liabilities (EOY)
- $1,072,640
- Net assets (EOY)
- $27,818,725
- Net assets (BOY)
- $25,319,980
Income & contributions
- Employer contributions
- $1,991,772
- Total contributions
- $1,991,772
- Total income / additions
- $4,499,048
Expenses & distributions
- Benefits paid
- $1,427,377
- Administrative expenses
- $572,926
- Total expenses
- $2,000,303
- Net increase / (decrease)
- $2,498,745
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Institutional Consulting | NONE | $119,253 | not reported in the loaded dataset | 2023 |
| Michael L. Davis | EMPLOYEE | $66,518 | not reported in the loaded dataset | 2023 |
| Stephanie Kelly | EMPLOYEE | $65,000 | not reported in the loaded dataset | 2023 |
| Kayne Anderson Core Real Estate, Lp | NONE | $31,288 | not reported in the loaded dataset | 2023 |
| Joseph Mccarthy | NONE | $30,807 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Fund | NONE | $30,209 | not reported in the loaded dataset | 2023 |
| Bonadio & Co., Llp | NONE | $28,100 | not reported in the loaded dataset | 2023 |
| Bolton Partners Northeast, Inc. | NONE | $19,800 | not reported in the loaded dataset | 2023 |
| Robert Pizzo | NONE | $13,110 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local 840 Pension Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Geneva, NY
- Ubs Institutional Consulting — Schedule C compensation
- Michael L. Davis — Schedule C compensation
- Stephanie Kelly — Schedule C compensation
- Kayne Anderson Core Real Estate, Lp — Schedule C compensation
- Joseph Mccarthy — Schedule C compensation
- Intercontinental Real Estate Fund — Schedule C compensation
- Bonadio & Co., Llp — Schedule C compensation
- Bolton Partners Northeast, Inc. — Schedule C compensation
- Robert Pizzo — Schedule C compensation