Ibew Local Union No. 915 Pension-Annuity Fund — Form 5500 plan (Ibew Local No. 915 Pension-Annuity 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 Union No. 915 Pension-Annuity Fund is a benefit plan reported by Ibew Local No. 915 Pension-Annuity Fund under EIN 59-6518568 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,819 participants and $98,137,251 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local No. 915 Pension-Annuity Fund
- EIN
- 59-6518568
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 1,819
- End-of-year plan assets
- $98,137,251
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,819 | H, C | 20250401203216NAL0004344083003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $98,137,251
- Total liabilities (EOY)
- $38,193
- Net assets (EOY)
- $98,099,058
- Net assets (BOY)
- $84,859,490
Income & contributions
- Employer contributions
- $6,300,677
- Total contributions
- $6,300,677
- Total income / additions
- $18,162,815
Expenses & distributions
- Benefits paid
- $4,699,970
- Administrative expenses
- $223,277
- Total expenses
- $4,923,247
- Net increase / (decrease)
- $13,239,568
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marshfield Associates | INVESTMENT MANAGER | $60,805 | not reported in the loaded dataset | 2023 |
| Ziegler Capital Management | INVESTMENT MANAGER | $39,421 | $0 | 2023 |
| Southern Benefit Administrators Inc | THIRD PARTY ADMINISTRATOR | $34,291 | not reported in the loaded dataset | 2023 |
| Standard Valuations | INVESTMENT ADVISORY | $28,000 | not reported in the loaded dataset | 2023 |
| Venable Law Firm | ATTORNEY | $18,762 | not reported in the loaded dataset | 2023 |
| Steven D Eisenberg Cpa,Pa | AUDITOR | $13,957 | not reported in the loaded dataset | 2023 |
| Union Bank & Trust | CUSTODIAL | $9,908 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local No. 915 Pension-Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Marshfield Associates — Schedule C compensation
- Ziegler Capital Management — Schedule C compensation
- Southern Benefit Administrators Inc — Schedule C compensation
- Standard Valuations — Schedule C compensation
- Venable Law Firm — Schedule C compensation
- Steven D Eisenberg Cpa,Pa — Schedule C compensation
- Union Bank & Trust — Schedule C compensation