Ibew Local 595 Money Purchase Pension Plan — Form 5500 plan (Board Of Trustees, Ibew Local 595 Money Purchase)
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 595 Money Purchase Pension Plan is a benefit plan reported by Board Of Trustees, Ibew Local 595 Money Purchase under EIN 94-6125583 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,337 participants and $523,730,144 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Ibew Local 595 Money Purchase
- EIN
- 94-6125583
- Plan number
- 002
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 3,337
- End-of-year plan assets
- $523,730,144
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,337 | H, C | 20241015022507NAL0028651105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $523,730,144
- Total liabilities (EOY)
- $459,197
- Net assets (EOY)
- $523,270,947
- Net assets (BOY)
- $471,212,273
Income & contributions
- Employer contributions
- $14,527,385
- Total contributions
- $14,622,488
- Total income / additions
- $78,688,972
Expenses & distributions
- Benefits paid
- $24,892,399
- Administrative expenses
- $1,418,900
- Total expenses
- $26,630,298
- Net increase / (decrease)
- $52,058,674
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dodge And Cox | NONE | $552,405 | $0 | 2023 |
| Benesys, Inc. | NONE | $226,576 | not reported in the loaded dataset | 2023 |
| Fidelity Inv Inst Operations Co Inc | NONE | $193,340 | $0 | 2023 |
| Electrical Industry Service Corp | RELATED ORGANIZATION | $160,533 | not reported in the loaded dataset | 2023 |
| Investment Performance Srvcs, LLC | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $44,263 | not reported in the loaded dataset | 2023 |
| Leonard Carder, Llp | NONE | $40,800 | not reported in the loaded dataset | 2023 |
| Stephen Horn Insurance Services | NONE | $0 | $16,252 | 2023 |
| San Joaquin & Calaveras Cntys Jatc | NONE | $13,546 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $7,656 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Ibew Local 595 Money Purchase
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Dodge And Cox — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Fidelity Inv Inst Operations Co Inc — Schedule C compensation
- Electrical Industry Service Corp — Schedule C compensation
- Investment Performance Srvcs, LLC — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Leonard Carder, Llp — Schedule C compensation
- Stephen Horn Insurance Services — Schedule C compensation
- San Joaquin & Calaveras Cntys Jatc — Schedule C compensation
- Rael & Letson — Schedule C compensation