I.B.E.W. Local 139 Pension Plan — Form 5500 plan (Board Of Trustees Of Ibew Local 139 Pension)
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, I.B.E.W. Local 139 Pension Plan is a benefit plan reported by Board Of Trustees Of Ibew Local 139 Pension under EIN 51-6029960 and plan number 001. The latest loaded filing year is 2023. The filing reports 429 participants and $47,496,998 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Ibew Local 139 Pension
- EIN
- 51-6029960
- Plan number
- 001
- Plan type
- 1
- Location
- Elmira, NY
- Latest filing year
- 2023
- Participants
- 429
- End-of-year plan assets
- $47,496,998
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 429 | H, C | 20250129080008NAL0008579043002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,496,998
- Total liabilities (EOY)
- $63,120
- Net assets (EOY)
- $47,433,878
- Net assets (BOY)
- $44,256,924
Income & contributions
- Employer contributions
- $3,050,052
- Total contributions
- $3,050,052
- Total income / additions
- $6,100,937
Expenses & distributions
- Benefits paid
- $2,456,588
- Administrative expenses
- $467,395
- Total expenses
- $2,923,983
- Net increase / (decrease)
- $3,176,954
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ips | NONE | $71,402 | not reported in the loaded dataset | 2023 |
| Hgk Trinity Street International Fu | NONE | $43,365 | not reported in the loaded dataset | 2023 |
| Asb Capital Company | NONE | $38,918 | not reported in the loaded dataset | 2023 |
| Manning & Napier Advisors, Inc. | NONE | $33,873 | $0 | 2023 |
| Mengel, Metzger, Barr & Co. Llp | ACCOUNTANT | $27,700 | not reported in the loaded dataset | 2023 |
| Blitman & King | ATTORNEY | $23,505 | not reported in the loaded dataset | 2023 |
| Hamilton | NONE | $17,829 | not reported in the loaded dataset | 2023 |
| Jp Morgan | NONE | $12,661 | not reported in the loaded dataset | 2023 |
| Mccarthy & Associates | NONE | $9,646 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Ibew Local 139 Pension
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Elmira, NY
- Ips — Schedule C compensation
- Hgk Trinity Street International Fu — Schedule C compensation
- Asb Capital Company — Schedule C compensation
- Manning & Napier Advisors, Inc. — Schedule C compensation
- Mengel, Metzger, Barr & Co. Llp — Schedule C compensation
- Blitman & King — Schedule C compensation
- Hamilton — Schedule C compensation
- Jp Morgan — Schedule C compensation
- Mccarthy & Associates — Schedule C compensation