Local Union No. 124 I. B. E. W. Pension Trust Fund — Form 5500 plan (Ibew Local Union No. 124 Pension Trust 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, Local Union No. 124 I. B. E. W. Pension Trust Fund is a benefit plan reported by Ibew Local Union No. 124 Pension Trust Fund under EIN 43-0817626 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,976 participants and $353,142,124 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local Union No. 124 Pension Trust Fund
- EIN
- 43-0817626
- Plan number
- 001
- Plan type
- 1
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 3,976
- End-of-year plan assets
- $353,142,124
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,976 | H, C | 20250612105318NAL0027090224001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $353,142,124
- Total liabilities (EOY)
- $937,105
- Net assets (EOY)
- $352,205,019
- Net assets (BOY)
- $314,119,696
Income & contributions
- Employer contributions
- $16,926,390
- Total contributions
- $16,926,390
- Total income / additions
- $58,832,734
Expenses & distributions
- Benefits paid
- $18,779,810
- Administrative expenses
- $1,967,601
- Total expenses
- $20,747,411
- Net increase / (decrease)
- $38,085,323
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Systematic Financial Mgmt, Lp | NONE | $272,886 | not reported in the loaded dataset | 2023 |
| Siguler Guff & Company Lp | NONE | $269,607 | not reported in the loaded dataset | 2023 |
| Ibew Benefit Center | PARTY-IN-INTEREST | $207,908 | not reported in the loaded dataset | 2023 |
| New Tower Advisors | NONE | $188,300 | $0 | 2023 |
| Arnold, Newbold, Sollars & Hollins | NONE | $123,145 | not reported in the loaded dataset | 2023 |
| Grosvenor Institutional Partners, L | NONE | $106,276 | $0 | 2023 |
| National Real Estate Advisors | NONE | $90,268 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Advisors LLC | NONE | $88,605 | not reported in the loaded dataset | 2023 |
| Cheiron, Inc. | NONE | $85,158 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $82,615 | not reported in the loaded dataset | 2023 |
| Fci Advisors | NONE | $81,359 | not reported in the loaded dataset | 2023 |
| Mesirow | NONE | $65,608 | $0 | 2023 |
| Brotherhood Bank And Trust | NONE | $54,841 | $0 | 2023 |
| Segal Select Insurance Services | NONE | $41,276 | $0 | 2023 |
| Rubinbrown, Llp | NONE | $23,950 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $10,677 | not reported in the loaded dataset | 2023 |
| Construction Benefits Audit Corp | NONE | $8,784 | not reported in the loaded dataset | 2023 |
| Umb | NONE | $5,265 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local Union No. 124 Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Systematic Financial Mgmt, Lp — Schedule C compensation
- Siguler Guff & Company Lp — Schedule C compensation
- Ibew Benefit Center — Schedule C compensation
- New Tower Advisors — Schedule C compensation
- Arnold, Newbold, Sollars & Hollins — Schedule C compensation
- Grosvenor Institutional Partners, L — Schedule C compensation
- National Real Estate Advisors — Schedule C compensation
- Hamilton Lane Advisors LLC — Schedule C compensation
- Cheiron, Inc. — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Fci Advisors — Schedule C compensation
- Mesirow — Schedule C compensation
- Brotherhood Bank And Trust — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Rubinbrown, Llp — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Construction Benefits Audit Corp — Schedule C compensation
- Umb — Schedule C compensation