Joint Pension Fund Local Union Ibew — Form 5500 plan (Joint Pension Fund Local Union 164 Ibew)
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 Local Union Ibew is a benefit plan reported by Joint Pension Fund Local Union 164 Ibew under EIN 22-6031199 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,414 participants and $551,867,530 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Pension Fund Local Union 164 Ibew
- EIN
- 22-6031199
- Plan number
- 001
- Plan type
- 1
- Location
- Roseland, NJ
- Latest filing year
- 2023
- Participants
- 4,414
- End-of-year plan assets
- $551,867,530
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,414 | H, C | 20241015114152NAL0028226129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $551,867,530
- Total liabilities (EOY)
- $737,651
- Net assets (EOY)
- $551,129,879
- Net assets (BOY)
- $486,306,257
Income & contributions
- Employer contributions
- $29,447,701
- Total contributions
- $29,447,701
- Total income / additions
- $107,808,550
Expenses & distributions
- Benefits paid
- $41,455,569
- Administrative expenses
- $1,529,359
- Total expenses
- $42,984,928
- Net increase / (decrease)
- $64,823,622
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Congress Asset Management Company | NONE | $280,032 | not reported in the loaded dataset | 2023 |
| Fabian And Byrn, LLC | NONE | $227,201 | not reported in the loaded dataset | 2023 |
| Ramirez Asset Management | NONE | $214,115 | not reported in the loaded dataset | 2023 |
| Blackrock | NONE | $97,720 | not reported in the loaded dataset | 2023 |
| Mpc Capital Advisors, LLC | NONE | $81,022 | not reported in the loaded dataset | 2023 |
| National Real Estate Advisors, LLC | NONE | $76,229 | not reported in the loaded dataset | 2023 |
| Mspc | NONE | $72,066 | not reported in the loaded dataset | 2023 |
| Summit Actuarial Services | NONE | $70,000 | not reported in the loaded dataset | 2023 |
| Zazzali Fagella | NONE | $65,858 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $35,715 | not reported in the loaded dataset | 2023 |
| Wilmington Trust, National Assoc. | NONE | $32,569 | not reported in the loaded dataset | 2023 |
| Tobia & Lovelace, Esqs, LLC | NONE | $21,125 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Pension Fund Local Union 164 Ibew
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Roseland, NJ
- Congress Asset Management Company — Schedule C compensation
- Fabian And Byrn, LLC — Schedule C compensation
- Ramirez Asset Management — Schedule C compensation
- Blackrock — Schedule C compensation
- Mpc Capital Advisors, LLC — Schedule C compensation
- National Real Estate Advisors, LLC — Schedule C compensation
- Mspc — Schedule C compensation
- Summit Actuarial Services — Schedule C compensation
- Zazzali Fagella — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Wilmington Trust, National Assoc. — Schedule C compensation
- Tobia & Lovelace, Esqs, LLC — Schedule C compensation