Ibew 648 Pension Plan — Form 5500 plan (Ibew 648 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 648 Pension Plan is a benefit plan reported by Ibew 648 Pension Plan under EIN 31-6134845 and plan number 001. The latest loaded filing year is 2023. The filing reports 782 participants and $79,959,854 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew 648 Pension Plan
- EIN
- 31-6134845
- Plan number
- 001
- Plan type
- 1
- Location
- Ona, WV
- Latest filing year
- 2023
- Participants
- 782
- End-of-year plan assets
- $79,959,854
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 782 | H, C | 20241213051253NAL0013355953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $79,959,854
- Total liabilities (EOY)
- $94,429
- Net assets (EOY)
- $79,865,425
- Net assets (BOY)
- $70,281,633
Income & contributions
- Employer contributions
- $7,226,220
- Total contributions
- $7,226,220
- Total income / additions
- $16,122,856
Expenses & distributions
- Benefits paid
- $6,006,482
- Administrative expenses
- $532,582
- Total expenses
- $6,539,064
- Net increase / (decrease)
- $9,583,792
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Asb Capital Management | NONE | $64,810 | not reported in the loaded dataset | 2023 |
| Newtower Trust Company | NONE | $57,904 | not reported in the loaded dataset | 2023 |
| Cuni, Rust & Strenk | NONE | $55,875 | not reported in the loaded dataset | 2023 |
| Ledbetter, Parisi, LLC | NONE | $39,665 | not reported in the loaded dataset | 2023 |
| Empower Trust Company LLC | NONE | $39,199 | not reported in the loaded dataset | 2023 |
| American Benefit Corporation | NONE | $38,913 | not reported in the loaded dataset | 2023 |
| Standard Valuations, Inc. | NONE | $28,750 | not reported in the loaded dataset | 2023 |
| Adams Street Investment | NONE | $26,343 | not reported in the loaded dataset | 2023 |
| Brandywine Global Investment Mgmt | NONE | $26,174 | not reported in the loaded dataset | 2023 |
| Clark, Schaefer, Hackett & Co. | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $24,780 | not reported in the loaded dataset | 2023 |
| Pnc Bank National Association | NONE | $23,922 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill, LLC | NONE | $14,702 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $13,212 | not reported in the loaded dataset | 2023 |
| Johnson Printing Company | NONE | $9,061 | not reported in the loaded dataset | 2023 |
| Zacks Investment Management | NONE | $8,480 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management LLC | NONE | $7,315 | not reported in the loaded dataset | 2023 |
| Frsecure | NONE | $5,112 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew 648 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Ona, WV
- Asb Capital Management — Schedule C compensation
- Newtower Trust Company — Schedule C compensation
- Cuni, Rust & Strenk — Schedule C compensation
- Ledbetter, Parisi, LLC — Schedule C compensation
- Empower Trust Company LLC — Schedule C compensation
- American Benefit Corporation — Schedule C compensation
- Standard Valuations, Inc. — Schedule C compensation
- Adams Street Investment — Schedule C compensation
- Brandywine Global Investment Mgmt — Schedule C compensation
- Clark, Schaefer, Hackett & Co. — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- Pnc Bank National Association — Schedule C compensation
- Segall Bryant & Hamill, LLC — Schedule C compensation
- National Investment Services — Schedule C compensation
- Johnson Printing Company — Schedule C compensation
- Zacks Investment Management — Schedule C compensation
- Boyd Watterson Asset Management LLC — Schedule C compensation
- Frsecure — Schedule C compensation