Wwec Local 863 Pension Plan — Form 5500 plan (Wwec Local 863 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, Wwec Local 863 Pension Plan is a benefit plan reported by Wwec Local 863 Pension Plan under EIN 26-3541447 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,938 participants and $189,503,483 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wwec Local 863 Pension Plan
- EIN
- 26-3541447
- Plan number
- 001
- Plan type
- 1
- Location
- Mountainside, NJ
- Latest filing year
- 2023
- Participants
- 1,938
- End-of-year plan assets
- $189,503,483
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,938 | H, C | 20250616100321NAL0000436595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $189,503,483
- Total liabilities (EOY)
- $134,436
- Net assets (EOY)
- $189,369,047
- Net assets (BOY)
- $169,591,898
Income & contributions
- Employer contributions
- $5,814,975
- Total contributions
- $10,674,984
- Total income / additions
- $38,525,682
Expenses & distributions
- Benefits paid
- $17,883,904
- Administrative expenses
- $864,629
- Total expenses
- $18,748,533
- Net increase / (decrease)
- $19,777,149
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT MANAGEMENT FEE | $187,627 | not reported in the loaded dataset | 2023 |
| Janney Montgomery Scott LLC | INVESTMENT MANAGER | $96,802 | not reported in the loaded dataset | 2023 |
| The Segal Company | ACTUARY | $85,880 | not reported in the loaded dataset | 2023 |
| Bederson Llp | ACCOUNTANT | $84,955 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Wealth Management | INVESTMENT MANAGEMENT FEE | $75,000 | not reported in the loaded dataset | 2023 |
| Ubs Realty | INVESTMENT MANAGEMENT FEE | $55,474 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | CUSTODIAN | $24,930 | $0 | 2023 |
| Bank Of New York Mellon | INVESTMENT MANAGEMENT FEE | $16,171 | not reported in the loaded dataset | 2023 |
| Kenneth Nowak, Esq. | CONSULTANT | $8,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wwec Local 863 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Mountainside, NJ
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Janney Montgomery Scott LLC — Schedule C compensation
- The Segal Company — Schedule C compensation
- Bederson Llp — Schedule C compensation
- Morgan Stanley Wealth Management — Schedule C compensation
- Ubs Realty — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Kenneth Nowak, Esq. — Schedule C compensation