Ibew Local No. 60 Pension — Form 5500 plan (Ibew Local No. 60 Pension Plan Trust 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 No. 60 Pension is a benefit plan reported by Ibew Local No. 60 Pension Plan Trust Fund under EIN 74-1870479 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,640 participants and $83,734,359 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local No. 60 Pension Plan Trust Fund
- EIN
- 74-1870479
- Plan number
- 001
- Plan type
- 1
- Location
- Albuquerque, NM
- Latest filing year
- 2023
- Participants
- 2,640
- End-of-year plan assets
- $83,734,359
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,640 | H, C | 20241002130553NAL0004027107005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $83,734,359
- Net assets (EOY)
- $83,734,359
- Net assets (BOY)
- $72,208,188
Income & contributions
- Employer contributions
- $4,140,527
- Total contributions
- $4,140,527
- Total income / additions
- $14,625,398
Expenses & distributions
- Benefits paid
- $2,702,639
- Administrative expenses
- $396,588
- Total expenses
- $3,099,227
- Net increase / (decrease)
- $11,526,171
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southwest Service Administrators | PARTY IN INTEREST | $93,120 | not reported in the loaded dataset | 2023 |
| Harper & Pearson Company, Pc | PARTY IN INTEREST | $71,596 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services LLC | PARTY IN INTEREST | $47,560 | not reported in the loaded dataset | 2023 |
| Rbc Capital Markets | PARTY IN INTEREST | $29,329 | not reported in the loaded dataset | 2023 |
| Connors & Winters, Llp | PARTY IN INTEREST | $16,019 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local No. 60 Pension Plan Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Albuquerque, NM
- Southwest Service Administrators — Schedule C compensation
- Harper & Pearson Company, Pc — Schedule C compensation
- Horizon Actuarial Services LLC — Schedule C compensation
- Rbc Capital Markets — Schedule C compensation
- Connors & Winters, Llp — Schedule C compensation