Joint Pension Fund Of Local Union No 102 — Form 5500 plan (Joint Pension Fund Of Local Union No 102 Ibew 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, Joint Pension Fund Of Local Union No 102 is a benefit plan reported by Joint Pension Fund Of Local Union No 102 Ibew Board Of Trustees under EIN 22-1615726 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,307 participants and $671,623,368 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Pension Fund Of Local Union No 102 Ibew Board Of Trustees
- EIN
- 22-1615726
- Plan number
- 001
- Plan type
- 1
- Location
- Parsippany, NJ
- Latest filing year
- 2023
- Participants
- 4,307
- End-of-year plan assets
- $671,623,368
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,307 | H, C | 20241010080202NAL0035220784001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $671,623,368
- Total liabilities (EOY)
- $744,011
- Net assets (EOY)
- $670,879,357
- Net assets (BOY)
- $606,908,332
Income & contributions
- Employer contributions
- $32,324,160
- Total contributions
- $32,324,160
- Total income / additions
- $99,818,287
Expenses & distributions
- Benefits paid
- $33,639,505
- Administrative expenses
- $2,207,757
- Total expenses
- $35,847,262
- Net increase / (decrease)
- $63,971,025
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wcm Focused Intl Growth Fund, Lp | NONE | $353,918 | not reported in the loaded dataset | 2023 |
| Ie Shaffer And Company | NONE | $345,766 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management | NONE | $254,459 | not reported in the loaded dataset | 2023 |
| Weaver C Barksdale And Assoc Inc | NONE | $188,785 | not reported in the loaded dataset | 2023 |
| Sage Advisory Services | NONE | $146,202 | not reported in the loaded dataset | 2023 |
| Gw & K Investment Management | NONE | $120,370 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners LLC | NONE | $108,041 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Co | NONE | $84,499 | not reported in the loaded dataset | 2023 |
| Manning & Napier Advisors LLC | NONE | $73,214 | not reported in the loaded dataset | 2023 |
| Dolan Mceniry Capital Management | NONE | $69,242 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Graystone | NONE | $62,727 | not reported in the loaded dataset | 2023 |
| Cbiz Retirement Plan Services | NONE | $58,088 | not reported in the loaded dataset | 2023 |
| Gerson & Assoc., Cpas And Advisors | NONE | $52,892 | not reported in the loaded dataset | 2023 |
| Northern Trust Corporation | NONE | $41,790 | not reported in the loaded dataset | 2023 |
| Law Offices Of Timothy R Hott Pc | NONE | $21,754 | not reported in the loaded dataset | 2023 |
| Oransy Scaraggi And Borg Pc | NONE | $18,133 | not reported in the loaded dataset | 2023 |
| Shaughnessy Giella, Cpa, P.C. | NONE | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Pension Fund Of Local Union No 102 Ibew Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Parsippany, NJ
- Wcm Focused Intl Growth Fund, Lp — Schedule C compensation
- Ie Shaffer And Company — Schedule C compensation
- Lazard Asset Management — Schedule C compensation
- Weaver C Barksdale And Assoc Inc — Schedule C compensation
- Sage Advisory Services — Schedule C compensation
- Gw & K Investment Management — Schedule C compensation
- Chartwell Investment Partners LLC — Schedule C compensation
- Loomis Sayles Trust Co — Schedule C compensation
- Manning & Napier Advisors LLC — Schedule C compensation
- Dolan Mceniry Capital Management — Schedule C compensation
- Morgan Stanley Graystone — Schedule C compensation
- Cbiz Retirement Plan Services — Schedule C compensation
- Gerson & Assoc., Cpas And Advisors — Schedule C compensation
- Northern Trust Corporation — Schedule C compensation
- Law Offices Of Timothy R Hott Pc — Schedule C compensation
- Oransy Scaraggi And Borg Pc — Schedule C compensation
- Shaughnessy Giella, Cpa, P.C. — Schedule C compensation