Electricians Pension Plan, Ibew 995 — Form 5500 plan (Trustees Of The Electricians Pension Plan, Ibew 995)
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, Electricians Pension Plan, Ibew 995 is a benefit plan reported by Trustees Of The Electricians Pension Plan, Ibew 995 under EIN 72-6057089 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,366 participants and $73,865,258 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Electricians Pension Plan, Ibew 995
- EIN
- 72-6057089
- Plan number
- 001
- Plan type
- 1
- Location
- Baton Rouge, LA
- Latest filing year
- 2023
- Participants
- 1,366
- End-of-year plan assets
- $73,865,258
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,366 | H, C | 20250417153339NAL0002007760001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,865,258
- Total liabilities (EOY)
- $92,929
- Net assets (EOY)
- $73,772,329
- Net assets (BOY)
- $66,349,123
Income & contributions
- Employer contributions
- $6,182,084
- Total contributions
- $6,182,084
- Total income / additions
- $16,589,797
Expenses & distributions
- Benefits paid
- $8,319,304
- Administrative expenses
- $847,287
- Total expenses
- $9,166,591
- Net increase / (decrease)
- $7,423,206
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Investment Performance Service, L.L | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Atlanta Capital Management Company | NONE | $61,041 | $979 | 2023 |
| Gcm Grosvenor Secondary Opportuniti | NONE | $0 | $45,093 | 2023 |
| Wellington Trust Company, Na | NONE | $0 | $43,343 | 2023 |
| The Segal Company (Western States), | NONE | $42,000 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management Com | NONE | $35,599 | not reported in the loaded dataset | 2023 |
| Corbin Capital Partners, L.P. | NONE | $0 | $34,995 | 2023 |
| Duplantier, Hrapmman, Hogan & Maher | NONE | $33,060 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisors Ll | NONE | $32,166 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners, LLC | NONE | $31,951 | not reported in the loaded dataset | 2023 |
| Robein Urann Spencer Picard & Cange | NONE | $29,539 | not reported in the loaded dataset | 2023 |
| Wcm International Small Cap Growth | NONE | $28,256 | $0 | 2023 |
| Blackrock Institutional Trust Compa | NONE | $25,201 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies, LLC | NONE | $24,769 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust Company | NONE | $17,887 | not reported in the loaded dataset | 2023 |
| Comsolutions, Inc. | NONE | $12,088 | not reported in the loaded dataset | 2023 |
| Pedelahore & Co., Llp | NONE | $9,240 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | CUSTODIAN | $6,634 | not reported in the loaded dataset | 2023 |
| Richmond Capital Management | NONE | $5,269 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Electricians Pension Plan, Ibew 995
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Baton Rouge, LA
- Investment Performance Service, L.L — Schedule C compensation
- Atlanta Capital Management Company — Schedule C compensation
- Gcm Grosvenor Secondary Opportuniti — Schedule C compensation
- Wellington Trust Company, Na — Schedule C compensation
- The Segal Company (Western States), — Schedule C compensation
- Boyd Watterson Asset Management Com — Schedule C compensation
- Corbin Capital Partners, L.P. — Schedule C compensation
- Duplantier, Hrapmman, Hogan & Maher — Schedule C compensation
- Hardman Johnston Global Advisors Ll — Schedule C compensation
- Chartwell Investment Partners, LLC — Schedule C compensation
- Robein Urann Spencer Picard & Cange — Schedule C compensation
- Wcm International Small Cap Growth — Schedule C compensation
- Blackrock Institutional Trust Compa — Schedule C compensation
- Bridgeway Benefit Technologies, LLC — Schedule C compensation
- Chevy Chase Trust Company — Schedule C compensation
- Comsolutions, Inc. — Schedule C compensation
- Pedelahore & Co., Llp — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Richmond Capital Management — Schedule C compensation