Ibew Local Union 64 Pension Plan — Form 5500 plan (Ibew Local Union 64 Pension Plan Joint Board Of Trades)
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 Union 64 Pension Plan is a benefit plan reported by Ibew Local Union 64 Pension Plan Joint Board Of Trades under EIN 34-6654696 and plan number 002. The latest loaded filing year is 2023. The filing reports 614 participants and $38,414,759 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local Union 64 Pension Plan Joint Board Of Trades
- EIN
- 34-6654696
- Plan number
- 002
- Plan type
- 1
- Location
- Canfield, OH
- Latest filing year
- 2023
- Participants
- 614
- End-of-year plan assets
- $38,414,759
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 614 | H, C | 20241011133008NAL0010969747005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,414,759
- Total liabilities (EOY)
- $44,042
- Net assets (EOY)
- $38,370,717
- Net assets (BOY)
- $34,096,481
Income & contributions
- Employer contributions
- $3,110,106
- Total contributions
- $3,110,106
- Total income / additions
- $7,306,772
Expenses & distributions
- Benefits paid
- $2,801,141
- Administrative expenses
- $231,395
- Total expenses
- $3,032,536
- Net increase / (decrease)
- $4,274,236
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | THIRD PARTY ADMINISTRATOR | $40,301 | not reported in the loaded dataset | 2023 |
| Andco Consulting | INVESTMENT CONSULTANT | $37,000 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | INVESTMENT CUSTODIAN | $31,485 | not reported in the loaded dataset | 2023 |
| Pbgc Premium | NONE | $21,490 | not reported in the loaded dataset | 2023 |
| The Horton Group | ACTUARY | $21,437 | not reported in the loaded dataset | 2023 |
| National Real Estate Advisors | INVESTMENT CUSTODIAN | $19,738 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial | ACTUARY | $15,688 | not reported in the loaded dataset | 2023 |
| Yurchyk & Davis Cpa'S, Inc | AUDITOR | $14,835 | not reported in the loaded dataset | 2023 |
| Pnc Bank, National Association | INVESTMENT CUSTODIAN | $7,658 | $0 | 2023 |
| Faulkner, Hoffman & Phillips, LLC | ATTORNEY | $6,952 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local Union 64 Pension Plan Joint Board Of Trades
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Canfield, OH
- Benesys, Inc. — Schedule C compensation
- Andco Consulting — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Pbgc Premium — Schedule C compensation
- The Horton Group — Schedule C compensation
- National Real Estate Advisors — Schedule C compensation
- Horizon Actuarial — Schedule C compensation
- Yurchyk & Davis Cpa'S, Inc — Schedule C compensation
- Pnc Bank, National Association — Schedule C compensation
- Faulkner, Hoffman & Phillips, LLC — Schedule C compensation