I.B.E.W. Local 540 Pension Fund — Form 5500 plan (I.B.E.W. Local 540 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, I.B.E.W. Local 540 Pension Fund is a benefit plan reported by I.B.E.W. Local 540 Pension Fund under EIN 34-6701444 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,027 participants and $126,145,071 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- I.B.E.W. Local 540 Pension Fund
- EIN
- 34-6701444
- Plan number
- 001
- Plan type
- 1
- Location
- Canfield, OH
- Latest filing year
- 2023
- Participants
- 1,027
- End-of-year plan assets
- $126,145,071
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,027 | H, C | 20250808153014NAL0005602320002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $126,145,071
- Total liabilities (EOY)
- $282,113
- Net assets (EOY)
- $125,862,958
- Net assets (BOY)
- $110,574,757
Income & contributions
- Employer contributions
- $8,649,494
- Total contributions
- $8,649,494
- Total income / additions
- $27,805,534
Expenses & distributions
- Benefits paid
- $11,926,090
- Administrative expenses
- $591,243
- Total expenses
- $12,517,333
- Net increase / (decrease)
- $15,288,201
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT CUSTODIAN | $155,222 | not reported in the loaded dataset | 2023 |
| Cuni, Rust & Strenk | ACTUARY | $89,983 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | THIRD PARTY ADMINISTRATOR | $69,429 | not reported in the loaded dataset | 2023 |
| National Real Estate Advisors | INVESTMENT MANAGER | $51,762 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors | INVESTMENT MANAGER | $45,366 | not reported in the loaded dataset | 2023 |
| Pbgc Premium | NONE | $35,945 | not reported in the loaded dataset | 2023 |
| Manning & Napier | INVESTMENT MANAGER | $35,722 | not reported in the loaded dataset | 2023 |
| Macala & Piatt LLC | ATTORNEY | $32,495 | not reported in the loaded dataset | 2023 |
| Yurchyk & Davis Cpa'S, Inc. | AUDITOR | $19,400 | not reported in the loaded dataset | 2023 |
| Huntington National Bank | BANKING SERVICES | $5,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for I.B.E.W. Local 540 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Canfield, OH
- Morgan Stanley — Schedule C compensation
- Cuni, Rust & Strenk — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- National Real Estate Advisors — Schedule C compensation
- Ullico Investment Advisors — Schedule C compensation
- Pbgc Premium — Schedule C compensation
- Manning & Napier — Schedule C compensation
- Macala & Piatt LLC — Schedule C compensation
- Yurchyk & Davis Cpa'S, Inc. — Schedule C compensation
- Huntington National Bank — Schedule C compensation