Pension Plan For The Local Union No. 131 International Brotherhood Of Electrical Wrkrs — Form 5500 plan (Board Of Trustees Of The Pen. Plan For The Local Union No. 131 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, Pension Plan For The Local Union No. 131 International Brotherhood Of Electrical Wrkrs is a benefit plan reported by Board Of Trustees Of The Pen. Plan For The Local Union No. 131 Ibew under EIN 38-6234993 and plan number 001. The latest loaded filing year is 2023. The filing reports 987 participants and $102,625,326 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Pen. Plan For The Local Union No. 131 Ibew
- EIN
- 38-6234993
- Plan number
- 001
- Plan type
- 1
- Location
- Lansing, MI
- Latest filing year
- 2023
- Participants
- 987
- End-of-year plan assets
- $102,625,326
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 987 | H, C | 20241008140007NAL0016822817003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $102,625,326
- Total liabilities (EOY)
- $31,826
- Net assets (EOY)
- $102,593,500
- Net assets (BOY)
- $91,641,274
Income & contributions
- Employer contributions
- $5,527,453
- Participant contributions
- $234,275
- Total contributions
- $5,843,615
- Total income / additions
- $17,155,524
Expenses & distributions
- Benefits paid
- $5,999,781
- Administrative expenses
- $203,517
- Total expenses
- $6,203,298
- Net increase / (decrease)
- $10,952,226
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meketa Investment Group | NONE | $68,500 | not reported in the loaded dataset | 2023 |
| Reinhart, Boerner, Et Al | NONE | $31,626 | not reported in the loaded dataset | 2023 |
| Wilson Mcshane Corporation | NONE | $28,157 | not reported in the loaded dataset | 2023 |
| Tic Internatioinal Corporation | NONE | $18,544 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan | not reported in the loaded dataset | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Pen. Plan For The Local Union No. 131 Ibew
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Lansing, MI
- Meketa Investment Group — Schedule C compensation
- Reinhart, Boerner, Et Al — Schedule C compensation
- Wilson Mcshane Corporation — Schedule C compensation
- Tic Internatioinal Corporation — Schedule C compensation
- John Hancock Retirement Plan — Schedule C compensation