Indiana Electrical Workers Pension Plan — Form 5500 plan (Indiana Electrical Workers Pension Trust Fund Ibew)
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, Indiana Electrical Workers Pension Plan is a benefit plan reported by Indiana Electrical Workers Pension Trust Fund Ibew under EIN 35-1102579 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,997 participants and $465,924,564 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Indiana Electrical Workers Pension Trust Fund Ibew
- EIN
- 35-1102579
- Plan number
- 001
- Plan type
- 1
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 3,997
- End-of-year plan assets
- $465,924,564
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,997 | H, C | 20250210074901NAL0017966097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $465,924,564
- Total liabilities (EOY)
- $335,042
- Net assets (EOY)
- $465,589,522
- Net assets (BOY)
- $408,874,478
Income & contributions
- Employer contributions
- $31,535,864
- Total contributions
- $31,535,864
- Total income / additions
- $87,296,038
Expenses & distributions
- Benefits paid
- $28,110,894
- Administrative expenses
- $2,470,100
- Total expenses
- $30,580,994
- Net increase / (decrease)
- $56,715,044
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sierra Investment Partners, Inc | NONE | $344,888 | not reported in the loaded dataset | 2023 |
| Lyrical Asset Management | NONE | $292,709 | not reported in the loaded dataset | 2023 |
| Deroy & Devereaux | NONE | $227,169 | $0 | 2023 |
| Farr Miller & Washington | NONE | $225,713 | $0 | 2023 |
| Segall Bryant & Hamill | NONE | $154,519 | $0 | 2023 |
| National Real Estate Advisors, LLC | NONE | $123,520 | not reported in the loaded dataset | 2023 |
| Asb Capital Management, LLC | NONE | $118,444 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $75,486 | $0 | 2023 |
| Garcia Hamilton & Associates | NONE | $69,451 | not reported in the loaded dataset | 2023 |
| David Ray | ADMINISTRATOR | $68,004 | not reported in the loaded dataset | 2023 |
| Mariner Institutional, LLC | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Whitney King | EMPLOYEE | $55,787 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $52,449 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | NONE | $52,108 | not reported in the loaded dataset | 2023 |
| Lisa Smith | EMPLOYEE | $47,013 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $38,887 | not reported in the loaded dataset | 2023 |
| Ledbetter Parisi, LLC | NONE | $21,638 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information | NONE | $5,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Indiana Electrical Workers Pension Trust Fund Ibew
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Sierra Investment Partners, Inc — Schedule C compensation
- Lyrical Asset Management — Schedule C compensation
- Deroy & Devereaux — Schedule C compensation
- Farr Miller & Washington — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- National Real Estate Advisors, LLC — Schedule C compensation
- Asb Capital Management, LLC — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Garcia Hamilton & Associates — Schedule C compensation
- David Ray — Schedule C compensation
- Mariner Institutional, LLC — Schedule C compensation
- Whitney King — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Lisa Smith — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Ledbetter Parisi, LLC — Schedule C compensation
- Pension Benefit Information — Schedule C compensation