International Brotherhood Of Electrical Workers Local Union No. 252 Pension Plan — Form 5500 plan (Ibew Local Union No. 252 Pension Plan Joint Board Of Trustees)
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, International Brotherhood Of Electrical Workers Local Union No. 252 Pension Plan is a benefit plan reported by Ibew Local Union No. 252 Pension Plan Joint Board Of Trustees under EIN 38-6323896 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,322 participants and $229,922,775 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local Union No. 252 Pension Plan Joint Board Of Trustees
- EIN
- 38-6323896
- Plan number
- 001
- Plan type
- 1
- Location
- Ann Arbor, MI
- Latest filing year
- 2023
- Participants
- 1,322
- End-of-year plan assets
- $229,922,775
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,322 | H, C | 20241230092032NAL0010129955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $229,922,775
- Total liabilities (EOY)
- $536,753
- Net assets (EOY)
- $229,386,022
- Net assets (BOY)
- $192,127,568
Income & contributions
- Employer contributions
- $12,907,364
- Total contributions
- $12,907,364
- Total income / additions
- $51,542,028
Expenses & distributions
- Benefits paid
- $13,411,243
- Administrative expenses
- $872,331
- Total expenses
- $14,283,574
- Net increase / (decrease)
- $37,258,454
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Thomas D Luczak, Pllc | NONE | $216,991 | not reported in the loaded dataset | 2023 |
| Bank Of Ann Arbor | NONE | $181,276 | not reported in the loaded dataset | 2023 |
| Segal | NONE | $150,149 | not reported in the loaded dataset | 2023 |
| Ann Arbor Benefit Administrators | NONE | $142,100 | not reported in the loaded dataset | 2023 |
| Royal Bank Of Canada | NONE | $90,000 | not reported in the loaded dataset | 2023 |
| Polk & Associates | NONE | $21,520 | not reported in the loaded dataset | 2023 |
| Ullico | NONE | $14,261 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local Union No. 252 Pension Plan Joint Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Ann Arbor, MI
- Thomas D Luczak, Pllc — Schedule C compensation
- Bank Of Ann Arbor — Schedule C compensation
- Segal — Schedule C compensation
- Ann Arbor Benefit Administrators — Schedule C compensation
- Royal Bank Of Canada — Schedule C compensation
- Polk & Associates — Schedule C compensation
- Ullico — Schedule C compensation