International Brotherhood Of Electrical Workers Local Union #756 Pension Fund — Form 5500 plan (Board Of Trustees Ibew Local Union # 756 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, International Brotherhood Of Electrical Workers Local Union #756 Pension Fund is a benefit plan reported by Board Of Trustees Ibew Local Union # 756 Pension Fund under EIN 59-6556447 and plan number 001. The latest loaded filing year is 2023. The filing reports 571 participants and $33,937,094 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Ibew Local Union # 756 Pension Fund
- EIN
- 59-6556447
- Plan number
- 001
- Plan type
- 1
- Location
- Fleming Island, FL
- Latest filing year
- 2023
- Participants
- 571
- End-of-year plan assets
- $33,937,094
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 571 | H, C | 20250501201007NAL0002645075003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,937,094
- Net assets (EOY)
- $33,937,094
- Net assets (BOY)
- $31,963,878
Income & contributions
- Employer contributions
- $2,290,505
- Total contributions
- $2,290,505
- Total income / additions
- $6,598,294
Expenses & distributions
- Benefits paid
- $4,306,544
- Administrative expenses
- $318,534
- Total expenses
- $4,625,078
- Net increase / (decrease)
- $1,973,216
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Employee Benefit Admin | CONTRACT ADMINIST | $57,916 | not reported in the loaded dataset | 2023 |
| Smith, Gambrell, & Russell, Llp | ATTORNEY | $18,997 | not reported in the loaded dataset | 2023 |
| Sawgrass Asset Management LLC | INVESTMENT MANAGEMENT | $15,366 | not reported in the loaded dataset | 2023 |
| Steven D Eisenberg Cpa Pa | AUDITOR | $14,175 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Ibew Local Union # 756 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fleming Island, FL
- National Employee Benefit Admin — Schedule C compensation
- Smith, Gambrell, & Russell, Llp — Schedule C compensation
- Sawgrass Asset Management LLC — Schedule C compensation
- Steven D Eisenberg Cpa Pa — Schedule C compensation