Ibew Local 968 Pension Fund — Form 5500 plan (The Board Of Trustees Of The Ibew Local 968 Pension 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, Ibew Local 968 Pension Fund is a benefit plan reported by The Board Of Trustees Of The Ibew Local 968 Pension Fund under EIN 51-6106848 and plan number 001. The latest loaded filing year is 2023. The filing reports 427 participants and $67,874,469 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Board Of Trustees Of The Ibew Local 968 Pension Fund
- EIN
- 51-6106848
- Plan number
- 001
- Plan type
- 1
- Location
- Parkersburg, WV
- Latest filing year
- 2023
- Participants
- 427
- End-of-year plan assets
- $67,874,469
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 427 | H, C | 20240905101219NAL0020902721001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,874,469
- Total liabilities (EOY)
- $120,592
- Net assets (EOY)
- $67,753,877
- Net assets (BOY)
- $57,843,646
Income & contributions
- Employer contributions
- $2,720,150
- Total contributions
- $2,720,150
- Total income / additions
- $13,270,644
Expenses & distributions
- Benefits paid
- $3,212,663
- Administrative expenses
- $147,750
- Total expenses
- $3,360,413
- Net increase / (decrease)
- $9,910,231
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $83,327 | not reported in the loaded dataset | 2023 |
| American Benefit Corporation | NONE | $26,221 | not reported in the loaded dataset | 2023 |
| Atlanta Consulting Group | NONE | $24,982 | not reported in the loaded dataset | 2023 |
| Atlanta Consulting Group Advis | NONE | $23,507 | not reported in the loaded dataset | 2023 |
| Travelers Insurance | NONE | $11,008 | not reported in the loaded dataset | 2023 |
| Gray Griffith And Mays Ac | NONE | $9,785 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Board Of Trustees Of The Ibew Local 968 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Parkersburg, WV
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- American Benefit Corporation — Schedule C compensation
- Atlanta Consulting Group — Schedule C compensation
- Atlanta Consulting Group Advis — Schedule C compensation
- Travelers Insurance — Schedule C compensation
- Gray Griffith And Mays Ac — Schedule C compensation