Ibew Local No. 229 Pension Fund — Form 5500 plan (Ibew Local No. 229 Pension Fund)
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 No. 229 Pension Fund is a benefit plan reported by Ibew Local No. 229 Pension Fund under EIN 23-6399737 and plan number 001. The latest loaded filing year is 2023. The filing reports 496 participants and $40,955,569 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local No. 229 Pension Fund
- EIN
- 23-6399737
- Plan number
- 001
- Plan type
- 1
- Location
- Salem, VA
- Latest filing year
- 2023
- Participants
- 496
- End-of-year plan assets
- $40,955,569
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 496 | H, C | 20250307153009NAL0019929936001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,955,569
- Total liabilities (EOY)
- $86,881
- Net assets (EOY)
- $40,868,688
- Net assets (BOY)
- $35,428,637
Income & contributions
- Employer contributions
- $2,049,141
- Total contributions
- $2,049,141
- Total income / additions
- $7,129,114
Expenses & distributions
- Benefits paid
- $1,403,832
- Administrative expenses
- $285,231
- Total expenses
- $1,689,063
- Net increase / (decrease)
- $5,440,051
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pfm Advisors | NONE | $123,921 | not reported in the loaded dataset | 2023 |
| Lawrence C Musgove Assoc | NONE | $37,800 | not reported in the loaded dataset | 2023 |
| Conrad Sigel Actuaries | NONE | $26,370 | not reported in the loaded dataset | 2023 |
| Wilmington Trust Corporation | NONE | $20,845 | $0 | 2023 |
| Odonoghue & Odonoghue | NONE | $17,650 | not reported in the loaded dataset | 2023 |
| Baratz And Associates | NONE | $16,554 | not reported in the loaded dataset | 2023 |
| Fischer Dorwart Pc | NONE | $8,000 | not reported in the loaded dataset | 2023 |
| Fox Rothschild | NONE | $6,017 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local No. 229 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Salem, VA
- Pfm Advisors — Schedule C compensation
- Lawrence C Musgove Assoc — Schedule C compensation
- Conrad Sigel Actuaries — Schedule C compensation
- Wilmington Trust Corporation — Schedule C compensation
- Odonoghue & Odonoghue — Schedule C compensation
- Baratz And Associates — Schedule C compensation
- Fischer Dorwart Pc — Schedule C compensation
- Fox Rothschild — Schedule C compensation