Ibew Local 575 Pension Fund — Form 5500 plan (Joint Board Of Trustees Of Ibew Local 575 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 575 Pension Fund is a benefit plan reported by Joint Board Of Trustees Of Ibew Local 575 Pension Fund under EIN 62-1059603 and plan number 001. The latest loaded filing year is 2023. The filing reports 654 participants and $95,743,153 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Of Ibew Local 575 Pension Fund
- EIN
- 62-1059603
- Plan number
- 001
- Plan type
- 1
- Location
- Ona, WV
- Latest filing year
- 2023
- Participants
- 654
- End-of-year plan assets
- $95,743,153
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 654 | H, C | 20241007090726NAL0014966353004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $95,743,153
- Total liabilities (EOY)
- $106,494
- Net assets (EOY)
- $95,636,659
- Net assets (BOY)
- $82,641,433
Income & contributions
- Employer contributions
- $4,999,110
- Total contributions
- $4,999,110
- Total income / additions
- $17,037,059
Expenses & distributions
- Benefits paid
- $3,847,105
- Administrative expenses
- $194,728
- Total expenses
- $4,041,833
- Net increase / (decrease)
- $12,995,226
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $65,533 | $0 | 2023 |
| Atlanta Consulting Group | NONE | $51,104 | not reported in the loaded dataset | 2023 |
| American Benefit Corporation | NONE | $44,626 | not reported in the loaded dataset | 2023 |
| John F. Dascoli | NONE | $10,520 | not reported in the loaded dataset | 2023 |
| Gray, Griffith & Mays, A.C. | NONE | $8,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Of Ibew Local 575 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Ona, WV
- The Vanguard Group, Inc. — Schedule C compensation
- Atlanta Consulting Group — Schedule C compensation
- American Benefit Corporation — Schedule C compensation
- John F. Dascoli — Schedule C compensation
- Gray, Griffith & Mays, A.C. — Schedule C compensation