I.B.E.W. Local Union No 357 Pension Trust Fund, Plan B — Form 5500 plan (I.B.E.W. Board Of Trustees For Local No 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 B is a benefit plan reported by I.B.E.W. Board Of Trustees For Local No 357 Pension Trust under EIN 88-6023284 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,618 participants and $481,182,970 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 No 357 Pension Trust
EIN
88-6023284
Plan number
002
Plan type
1
Location
Las Vegas, NV
Latest filing year
2023
Participants
6,618
End-of-year plan assets
$481,182,970

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,618H, C20241013110650NAL0050402178001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$481,182,970
Total liabilities (EOY)
$315,805
Net assets (EOY)
$480,867,165
Net assets (BOY)
$400,934,076

Income & contributions

Employer contributions
$38,631,958
Total contributions
$38,849,202
Total income / additions
$103,977,957

Expenses & distributions

Benefits paid
$21,935,458
Administrative expenses
$397,442
Total expenses
$24,044,868
Net increase / (decrease)
$79,933,089

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benesys, IncNONE$132,587not reported in the loaded dataset2023
Brownstein Hyatt Farber Schreck LlpNONE$77,420not reported in the loaded dataset2023
Berry & Co., Cpa'S LtdNONE$60,441not reported in the loaded dataset2023
Bmo Harris Bank, N.A.NONE$28,728$02023
Smart Source, LLCNONE$18,071not reported in the loaded dataset2023
John Hancock Retirement Plan ServicNONE$14,552$02023
Milliman, IncNONE$12,000not reported in the loaded dataset2023
Nepc, LLCNONE$6,525not reported in the loaded dataset2023

Related Form 5500 pages