Ibew Local 56 Pension Plan — Form 5500 plan (Board Of Trustees Ibew Local 56 Pension Plan)
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 56 Pension Plan is a benefit plan reported by Board Of Trustees Ibew Local 56 Pension Plan under EIN 25-6149244 and plan number 001. The latest loaded filing year is 2023. The filing reports 538 participants and $68,996,521 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Ibew Local 56 Pension Plan
- EIN
- 25-6149244
- Plan number
- 001
- Plan type
- 1
- Location
- Erie, PA
- Latest filing year
- 2023
- Participants
- 538
- End-of-year plan assets
- $68,996,521
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 538 | H, C | 20250207162915NAL0024554704001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,996,521
- Total liabilities (EOY)
- $79,316
- Net assets (EOY)
- $68,917,205
- Net assets (BOY)
- $65,161,333
Income & contributions
- Employer contributions
- $2,706,719
- Total contributions
- $2,706,719
- Total income / additions
- $8,414,726
Expenses & distributions
- Benefits paid
- $4,218,606
- Administrative expenses
- $440,248
- Total expenses
- $4,658,854
- Net increase / (decrease)
- $3,755,872
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Manning And Napier, Inc. | NONE | $149,346 | not reported in the loaded dataset | 2023 |
| Newtower Trust Company | NONE | $56,266 | $0 | 2023 |
| Federated Equity | NONE | $43,863 | not reported in the loaded dataset | 2023 |
| Andco Consulting | NONE | $28,767 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group | NONE | $26,225 | not reported in the loaded dataset | 2023 |
| Pnc Bank Association | NONE | $18,927 | $0 | 2023 |
| Diclaudio & Kramer, LLC | NONE | $16,035 | not reported in the loaded dataset | 2023 |
| Meyer, Unkovic & Scott | NONE | $11,843 | not reported in the loaded dataset | 2023 |
| Mariner Institutional, LLC | NONE | $5,967 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Ibew Local 56 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Erie, PA
- Manning And Napier, Inc. — Schedule C compensation
- Newtower Trust Company — Schedule C compensation
- Federated Equity — Schedule C compensation
- Andco Consulting — Schedule C compensation
- Usi Consulting Group — Schedule C compensation
- Pnc Bank Association — Schedule C compensation
- Diclaudio & Kramer, LLC — Schedule C compensation
- Meyer, Unkovic & Scott — Schedule C compensation
- Mariner Institutional, LLC — Schedule C compensation