I.B.E.W. Local 769 Management Pension Plan A — Form 5500 plan (Board Of Trustees I.B.E.W. Local 769 Mgmt Pension Plan A)
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, I.B.E.W. Local 769 Management Pension Plan A is a benefit plan reported by Board Of Trustees I.B.E.W. Local 769 Mgmt Pension Plan A under EIN 86-6049763 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,556 participants and $191,488,124 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees I.B.E.W. Local 769 Mgmt Pension Plan A
- EIN
- 86-6049763
- Plan number
- 001
- Plan type
- 1
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 1,556
- End-of-year plan assets
- $191,488,124
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,556 | H, C | 20250415171140NAL0001674003001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $191,488,124
- Total liabilities (EOY)
- $795,656
- Net assets (EOY)
- $190,692,468
- Net assets (BOY)
- $157,314,591
Income & contributions
- Employer contributions
- $18,271,231
- Total contributions
- $18,271,231
- Total income / additions
- $39,879,356
Expenses & distributions
- Benefits paid
- $5,554,266
- Administrative expenses
- $947,213
- Total expenses
- $6,501,479
- Net increase / (decrease)
- $33,377,877
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southwest Service Administrators | NONE | $136,348 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company, N.A. | NONE | $78,646 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $76,878 | not reported in the loaded dataset | 2023 |
| Onsager, Werner & Oberg, Plc | NONE | $70,712 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $68,802 | not reported in the loaded dataset | 2023 |
| Berry & Co., Cpa'S, Ltd | NONE | $58,368 | not reported in the loaded dataset | 2023 |
| Cheiron, Inc. | NONE | $55,668 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp | NONE | $53,484 | not reported in the loaded dataset | 2023 |
| Solxsys Admin Solutions, LLC | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $250 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees I.B.E.W. Local 769 Mgmt Pension Plan A
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Southwest Service Administrators — Schedule C compensation
- Wellington Trust Company, N.A. — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Onsager, Werner & Oberg, Plc — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Berry & Co., Cpa'S, Ltd — Schedule C compensation
- Cheiron, Inc. — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Solxsys Admin Solutions, LLC — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation