Iubac - Local Union Officers & Employees Pension Plan — Form 5500 plan (Bd Of Trustees Iubac Local Union Officer & Empl 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, Iubac - Local Union Officers & Employees Pension Plan is a benefit plan reported by Bd Of Trustees Iubac Local Union Officer & Empl Pension Plan under EIN 30-0853485 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,203 participants and $138,436,833 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Iubac Local Union Officer & Empl Pension Plan
- EIN
- 30-0853485
- Plan number
- 002
- Plan type
- 1
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 1,203
- End-of-year plan assets
- $138,436,833
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,203 | H, C | 20250822103259NAL0002496323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $138,436,833
- Total liabilities (EOY)
- $144,111
- Net assets (EOY)
- $138,292,722
- Net assets (BOY)
- $129,327,545
Income & contributions
- Employer contributions
- $7,910,341
- Total contributions
- $7,910,341
- Total income / additions
- $22,794,801
Expenses & distributions
- Benefits paid
- $12,860,288
- Administrative expenses
- $969,336
- Total expenses
- $13,829,624
- Net increase / (decrease)
- $8,965,177
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Iubac | AFFILIATE | $574,471 | not reported in the loaded dataset | 2023 |
| Alan D. Biller & Associates, Inc. | NONE | $67,310 | not reported in the loaded dataset | 2023 |
| Cheiron, Inc. | NONE | $58,799 | not reported in the loaded dataset | 2023 |
| Arrowstreet Capital | NONE | $57,770 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $43,050 | not reported in the loaded dataset | 2023 |
| The Union Labor Life Insurance Co. | NONE | $21,144 | $0 | 2023 |
| O'Dwyer & Bernstien, Llp | NONE | $11,250 | not reported in the loaded dataset | 2023 |
| New Tower Trust Company | NONE | $10,009 | $0 | 2023 |
| Comerica Bank | NONE | $7,637 | $0 | 2023 |
| Investment Performance Services, Ll | NONE | $7,576 | $0 | 2023 |
| Fuiman Moglia, Llp | NONE | $5,943 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Iubac Local Union Officer & Empl Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Iubac — Schedule C compensation
- Alan D. Biller & Associates, Inc. — Schedule C compensation
- Cheiron, Inc. — Schedule C compensation
- Arrowstreet Capital — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- The Union Labor Life Insurance Co. — Schedule C compensation
- O'Dwyer & Bernstien, Llp — Schedule C compensation
- New Tower Trust Company — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Investment Performance Services, Ll — Schedule C compensation
- Fuiman Moglia, Llp — Schedule C compensation