Pension Plan Of The International Brotherhood Of Electrical Workers Local No. 445 Pension Fund — Form 5500 plan (Board Of Trustees, Ibew Local 445 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, Pension Plan Of The International Brotherhood Of Electrical Workers Local No. 445 Pension Fund is a benefit plan reported by Board Of Trustees, Ibew Local 445 Pension Fund under EIN 38-6142222 and plan number 001. The latest loaded filing year is 2023. The filing reports 493 participants and $30,298,891 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Ibew Local 445 Pension Fund
- EIN
- 38-6142222
- Plan number
- 001
- Plan type
- 1
- Location
- Madison Heights, MI
- Latest filing year
- 2023
- Participants
- 493
- End-of-year plan assets
- $30,298,891
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 493 | H, C | 20250217133007NAL0004497058002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,298,891
- Total liabilities (EOY)
- $62,180
- Net assets (EOY)
- $30,236,711
- Net assets (BOY)
- $27,631,130
Income & contributions
- Employer contributions
- $2,624,916
- Total contributions
- $2,624,916
- Total income / additions
- $4,855,262
Expenses & distributions
- Benefits paid
- $1,949,205
- Administrative expenses
- $300,476
- Total expenses
- $2,249,681
- Net increase / (decrease)
- $2,605,581
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | NONE | $95,923 | not reported in the loaded dataset | 2023 |
| Watkins Pawlick Calati & Prifti Pc | NONE | $32,061 | not reported in the loaded dataset | 2023 |
| Wilson Mcshane Corporation | NONE | $26,019 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | NONE | $21,545 | not reported in the loaded dataset | 2023 |
| Benda, Grace, Stulz & Company, P.C. | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Western Asset Management | NONE | $0 | $0 | 2023 |
| Kayne Anderson Rudnick Investment | NONE | $0 | $0 | 2023 |
| Edge Asset Management | NONE | $0 | $0 | 2023 |
| Clearbridge Investments, LLC | NONE | $0 | $0 | 2023 |
| Martin Currie | NONE | $0 | $0 | 2023 |
| John Hancock | NONE | $0 | $0 | 2023 |
| Aristotle | NONE | $0 | $0 | 2023 |
| Cohen & Steers | NONE | $0 | $0 | 2023 |
| Cion Advisors | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Ibew Local 445 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Madison Heights, MI
- Morgan Stanley Smith Barney — Schedule C compensation
- Watkins Pawlick Calati & Prifti Pc — Schedule C compensation
- Wilson Mcshane Corporation — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Benda, Grace, Stulz & Company, P.C. — Schedule C compensation
- Western Asset Management — Schedule C compensation
- Kayne Anderson Rudnick Investment — Schedule C compensation
- Edge Asset Management — Schedule C compensation
- Clearbridge Investments, LLC — Schedule C compensation
- Martin Currie — Schedule C compensation
- John Hancock — Schedule C compensation
- Aristotle — Schedule C compensation
- Cohen & Steers — Schedule C compensation
- Cion Advisors — Schedule C compensation