Ibew Local #972 Pension Plan And Trust — Form 5500 plan (Joint Board Of Trustees Of The Ibew Local 972 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 #972 Pension Plan And Trust is a benefit plan reported by Joint Board Of Trustees Of The Ibew Local 972 Pension Fund under EIN 31-0964117 and plan number 001. The latest loaded filing year is 2023. The filing reports 654 participants and $82,412,234 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Of The Ibew Local 972 Pension Fund
- EIN
- 31-0964117
- Plan number
- 001
- Plan type
- 2
- Location
- Reno, OH
- Latest filing year
- 2023
- Participants
- 654
- End-of-year plan assets
- $82,412,234
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 654 | H, C | 20241021122952NAL0000859763001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $82,412,234
- Total liabilities (EOY)
- $17,361
- Net assets (EOY)
- $82,394,873
- Net assets (BOY)
- $68,711,444
Income & contributions
- Employer contributions
- $3,726,782
- Total contributions
- $3,726,782
- Total income / additions
- $16,323,908
Expenses & distributions
- Benefits paid
- $2,395,961
- Administrative expenses
- $244,518
- Total expenses
- $2,640,479
- Net increase / (decrease)
- $13,683,429
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $80,073 | not reported in the loaded dataset | 2023 |
| Atlanta Consulting Group | NONE | $44,431 | not reported in the loaded dataset | 2023 |
| Gray Griffith And Mays Ac | NONE | $31,790 | not reported in the loaded dataset | 2023 |
| Whp | NONE | $30,818 | not reported in the loaded dataset | 2023 |
| American Benefit Corporation | NONE | $25,975 | not reported in the loaded dataset | 2023 |
| Atlanta Consulting Group Advis | NONE | $13,554 | not reported in the loaded dataset | 2023 |
| Ruble, Robert T | NONE | $7,646 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Of The Ibew Local 972 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Reno, OH
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Atlanta Consulting Group — Schedule C compensation
- Gray Griffith And Mays Ac — Schedule C compensation
- Whp — Schedule C compensation
- American Benefit Corporation — Schedule C compensation
- Atlanta Consulting Group Advis — Schedule C compensation
- Ruble, Robert T — Schedule C compensation