Western Pennsylvania Electrical Employees Deferred Compensation Plan — Form 5500 plan (Joint Board Of Trustees, Ibew Local Union No 5 & Western Pa Chapter Ne)
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, Western Pennsylvania Electrical Employees Deferred Compensation Plan is a benefit plan reported by Joint Board Of Trustees, Ibew Local Union No 5 & Western Pa Chapter Ne under EIN 25-1368983 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,690 participants and $451,064,992 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees, Ibew Local Union No 5 & Western Pa Chapter Ne
- EIN
- 25-1368983
- Plan number
- 002
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 3,690
- End-of-year plan assets
- $451,064,992
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,690 | H, C | 20240723162648NAL0012148673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $451,064,992
- Total liabilities (EOY)
- $83,259
- Net assets (EOY)
- $450,981,733
- Net assets (BOY)
- $400,549,653
Income & contributions
- Employer contributions
- $28,077,427
- Total contributions
- $28,077,427
- Total income / additions
- $86,160,663
Expenses & distributions
- Benefits paid
- $34,911,000
- Administrative expenses
- $817,583
- Total expenses
- $35,728,583
- Net increase / (decrease)
- $50,432,080
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Servic | PLAN ADMINISTRATOR | $343,327 | not reported in the loaded dataset | 2023 |
| Central Data Services | NONE | $203,447 | not reported in the loaded dataset | 2023 |
| Andco Consulting | NONE | $42,000 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $28,556 | not reported in the loaded dataset | 2023 |
| Meyer, Unkovic, & Scott, Llp | NONE | $11,114 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees, Ibew Local Union No 5 & Western Pa Chapter Ne
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- John Hancock Retirement Plan Servic — Schedule C compensation
- Central Data Services — Schedule C compensation
- Andco Consulting — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Meyer, Unkovic, & Scott, Llp — Schedule C compensation