Ibew Local 150 Pension Plan — Form 5500 plan (Trustees Under Ibew Local 150 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 Pension Plan is a benefit plan reported by Trustees Under Ibew Local 150 Pension Fund under EIN 36-6140629 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,695 participants and $249,888,722 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Under Ibew Local 150 Pension Fund
- EIN
- 36-6140629
- Plan number
- 001
- Plan type
- 1
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 1,695
- End-of-year plan assets
- $249,888,722
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,695 | H, C | 20250324143430NAL0009271987002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $249,888,722
- Total liabilities (EOY)
- $709,633
- Net assets (EOY)
- $249,179,089
- Net assets (BOY)
- $234,448,896
Income & contributions
- Employer contributions
- $14,073,198
- Total contributions
- $14,073,198
- Total income / additions
- $34,948,543
Expenses & distributions
- Benefits paid
- $19,550,039
- Administrative expenses
- $668,311
- Total expenses
- $20,218,350
- Net increase / (decrease)
- $14,730,193
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Reinhart Boerner Van Deuren S.C. | NONE | $90,659 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $70,508 | $0 | 2023 |
| Reinhart Partners, Inc. | NONE | $56,116 | $0 | 2023 |
| Meketa Investment Group, Inc. | NONE | $54,375 | not reported in the loaded dataset | 2023 |
| Tic International Corp | NONE | $53,491 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc | NONE | $44,960 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $27,937 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment Adviso | NONE | $21,250 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $15,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Under Ibew Local 150 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Reinhart Boerner Van Deuren S.C. — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Reinhart Partners, Inc. — Schedule C compensation
- Meketa Investment Group, Inc. — Schedule C compensation
- Tic International Corp — Schedule C compensation
- United Actuarial Services, Inc — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Strategic Capital Investment Adviso — Schedule C compensation
- Amalgamated Bank — Schedule C compensation