I.B.E.W. Local Union No 357 Pension Trust Fund, Plan A — Form 5500 plan (I.B.E.W. Board Of Trustees For Local 357 Pension Trust)
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 Union No 357 Pension Trust Fund, Plan A is a benefit plan reported by I.B.E.W. Board Of Trustees For Local 357 Pension Trust under EIN 88-6023284 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,619 participants and $533,731,141 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- I.B.E.W. Board Of Trustees For Local 357 Pension Trust
- EIN
- 88-6023284
- Plan number
- 001
- Plan type
- 1
- Location
- Las Vegas, NV
- Latest filing year
- 2023
- Participants
- 4,619
- End-of-year plan assets
- $533,731,141
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,619 | H, C | 20241012145331NAL0024620465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $533,731,141
- Total liabilities (EOY)
- $10,596,344
- Net assets (EOY)
- $523,134,797
- Net assets (BOY)
- $467,071,276
Income & contributions
- Employer contributions
- $41,730,959
- Total contributions
- $41,730,959
- Total income / additions
- $89,523,390
Expenses & distributions
- Benefits paid
- $30,381,354
- Administrative expenses
- $3,078,515
- Total expenses
- $33,459,869
- Net increase / (decrease)
- $56,063,521
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bny Mellon Investment Adviser, Inc. | NONE | $563,458 | $0 | 2023 |
| Benesys, Inc | NONE | $327,485 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc. | NONE | $178,355 | not reported in the loaded dataset | 2023 |
| Allspring Global Investments | NONE | $171,233 | $0 | 2023 |
| Intercontinental Real Estate Corp | NONE | $165,000 | not reported in the loaded dataset | 2023 |
| Milliman Inc | NONE | $143,665 | not reported in the loaded dataset | 2023 |
| Brownstein Hyatt Farber Schreck Llp | NONE | $125,266 | not reported in the loaded dataset | 2023 |
| National Real Estate Advisors, LLC | NONE | $115,316 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $108,750 | not reported in the loaded dataset | 2023 |
| Global Trust Company | NONE | $108,469 | not reported in the loaded dataset | 2023 |
| Bernzott Capital Advisors | NONE | $83,377 | not reported in the loaded dataset | 2023 |
| Berry & Co., Cpa'S Ltd | NONE | $79,038 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associates LLC | NONE | $48,084 | not reported in the loaded dataset | 2023 |
| Washington Capital Mgmt Inc | NONE | $46,821 | not reported in the loaded dataset | 2023 |
| Smart Source, LLC | NONE | $37,893 | not reported in the loaded dataset | 2023 |
| Schroder Investment Mgmt N. America | NONE | $32,639 | $0 | 2023 |
| Foundry Partners, LLC | NONE | $26,729 | $0 | 2023 |
| Bmo Harris Bank N.A. | NONE | $22,272 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for I.B.E.W. Board Of Trustees For Local 357 Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in NV
- 401(k) and benefit plan filings in Las Vegas, NV
- Bny Mellon Investment Adviser, Inc. — Schedule C compensation
- Benesys, Inc — Schedule C compensation
- Ullico Investment Advisors Inc. — Schedule C compensation
- Allspring Global Investments — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Milliman Inc — Schedule C compensation
- Brownstein Hyatt Farber Schreck Llp — Schedule C compensation
- National Real Estate Advisors, LLC — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Global Trust Company — Schedule C compensation
- Bernzott Capital Advisors — Schedule C compensation
- Berry & Co., Cpa'S Ltd — Schedule C compensation
- Parametric Portfolio Associates LLC — Schedule C compensation
- Washington Capital Mgmt Inc — Schedule C compensation
- Smart Source, LLC — Schedule C compensation
- Schroder Investment Mgmt N. America — Schedule C compensation
- Foundry Partners, LLC — Schedule C compensation
- Bmo Harris Bank N.A. — Schedule C compensation