Ibew Local 16, Afl-Cio & Multi- Employer Pension Plan — Form 5500 plan (Ibew Local 16, Afl-Cio & Multi- Employer 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 Local 16, Afl-Cio & Multi- Employer Pension Plan is a benefit plan reported by Ibew Local 16, Afl-Cio & Multi- Employer Pension Plan under EIN 35-1488049 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,071 participants and $378,665,018 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local 16, Afl-Cio & Multi- Employer Pension Plan
- EIN
- 35-1488049
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 2,071
- End-of-year plan assets
- $378,665,018
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,071 | H, C | 20241012223007NAL0024111985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $378,665,018
- Total liabilities (EOY)
- $72,065
- Net assets (EOY)
- $378,592,953
- Net assets (BOY)
- $331,053,225
Income & contributions
- Employer contributions
- $13,168,898
- Total contributions
- $13,464,283
- Total income / additions
- $69,275,243
Expenses & distributions
- Benefits paid
- $21,483,849
- Administrative expenses
- $251,666
- Total expenses
- $21,735,515
- Net increase / (decrease)
- $47,539,728
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $0 | $146,309 | 2023 |
| Southern Benefit Administrators | NONE | $94,573 | not reported in the loaded dataset | 2023 |
| Standard Valuations | NONE | $32,450 | not reported in the loaded dataset | 2023 |
| Daniels Irwin & Aylor | NONE | $23,600 | not reported in the loaded dataset | 2023 |
| Hartnett Gladney Hetterman, LLC | NONE | $13,962 | not reported in the loaded dataset | 2023 |
| Gac & Mutual Funds | NONE | $0 | $0 | 2023 |
| Massachusetts Mutual Life Insurance | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local 16, Afl-Cio & Multi- Employer Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Empower Annuity Insurance Company O — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Standard Valuations — Schedule C compensation
- Daniels Irwin & Aylor — Schedule C compensation
- Hartnett Gladney Hetterman, LLC — Schedule C compensation
- Gac & Mutual Funds — Schedule C compensation
- Massachusetts Mutual Life Insurance — Schedule C compensation