Ibew Local 150 Supplemental Pension Fund — Form 5500 plan (Trustees Under Ibew 150 Supplemental 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, Ibew Local 150 Supplemental Pension Fund is a benefit plan reported by Trustees Under Ibew 150 Supplemental Pension Fund under EIN 36-4446184 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,293 participants and $279,364,442 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Under Ibew 150 Supplemental Pension Fund
- EIN
- 36-4446184
- Plan number
- 002
- Plan type
- 1
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 1,293
- End-of-year plan assets
- $279,364,442
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,293 | H, C | 20250324153457NAL0009323155001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $279,364,442
- Total liabilities (EOY)
- $523,834
- Net assets (EOY)
- $278,840,608
- Net assets (BOY)
- $247,178,856
Income & contributions
- Employer contributions
- $12,478,583
- Total contributions
- $12,478,583
- Total income / additions
- $46,353,939
Expenses & distributions
- Benefits paid
- $14,463,002
- Administrative expenses
- $229,185
- Total expenses
- $14,692,187
- Net increase / (decrease)
- $31,661,752
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meketa | NONE | $46,500 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren S.C. | NONE | $43,655 | not reported in the loaded dataset | 2023 |
| Tic Intl Corp | NONE | $36,945 | not reported in the loaded dataset | 2023 |
| Ibew Local Union 150 | SPONSORING UNION | $18,759 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $18,587 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment Adviso | NONE | $12,500 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Services | NONE | $10,297 | $0 | 2023 |
| Trade Solutions | NONE | $7,437 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Under Ibew 150 Supplemental Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Meketa — Schedule C compensation
- Reinhart Boerner Van Deuren S.C. — Schedule C compensation
- Tic Intl Corp — Schedule C compensation
- Ibew Local Union 150 — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Strategic Capital Investment Adviso — Schedule C compensation
- John Hancock Retirement Services — Schedule C compensation
- Trade Solutions — Schedule C compensation