Ibew Local Union 363 Pension — Form 5500 plan (Ibew Lu 363 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, Ibew Local Union 363 Pension is a benefit plan reported by Ibew Lu 363 Pension under EIN 51-6041178 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,607 participants and $143,925,100 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Lu 363 Pension
- EIN
- 51-6041178
- Plan number
- 001
- Plan type
- 1
- Location
- Harriman, NY
- Latest filing year
- 2023
- Participants
- 1,607
- End-of-year plan assets
- $143,925,100
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,607 | H, C | 20241015180640NAL0015220979004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $143,925,100
- Total liabilities (EOY)
- $355,831
- Net assets (EOY)
- $143,569,269
- Net assets (BOY)
- $126,914,618
Income & contributions
- Employer contributions
- $10,487,395
- Total contributions
- $10,487,395
- Total income / additions
- $27,994,192
Expenses & distributions
- Benefits paid
- $10,418,179
- Administrative expenses
- $921,362
- Total expenses
- $11,339,541
- Net increase / (decrease)
- $16,654,651
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $414,705 | $0 | 2023 |
| Millman, Inc | NONE | $108,889 | not reported in the loaded dataset | 2023 |
| Mspc | NONE | $30,900 | not reported in the loaded dataset | 2023 |
| L. 363 Jat R.E. Corp. | AFFILIATED ORGANIZATION | $17,115 | not reported in the loaded dataset | 2023 |
| Archer Byington & Levine Llp | NONE | $8,860 | not reported in the loaded dataset | 2023 |
| Bernard & Associates | NONE | $8,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Lu 363 Pension
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Harriman, NY
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Millman, Inc — Schedule C compensation
- Mspc — Schedule C compensation
- L. 363 Jat R.E. Corp. — Schedule C compensation
- Archer Byington & Levine Llp — Schedule C compensation
- Bernard & Associates — Schedule C compensation