I.B.E.W. Pacific Coast Pension Fund — Form 5500 plan (Board Of Trustees Of The I.B.E.W. Pacific Coast Pension 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, I.B.E.W. Pacific Coast Pension Fund is a benefit plan reported by Board Of Trustees Of The I.B.E.W. Pacific Coast Pension Fund under EIN 94-6128032 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,318 participants and $227,567,935 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The I.B.E.W. Pacific Coast Pension Fund
- EIN
- 94-6128032
- Plan number
- 001
- Plan type
- 1
- Location
- Spokane, WA
- Latest filing year
- 2023
- Participants
- 3,318
- End-of-year plan assets
- $227,567,935
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,318 | H, C | 20250113140316NAL0010207507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $227,567,935
- Total liabilities (EOY)
- $794,594
- Net assets (EOY)
- $226,773,341
- Net assets (BOY)
- $227,579,912
Income & contributions
- Employer contributions
- $11,217,308
- Total contributions
- $11,217,308
- Total income / additions
- $25,864,367
Expenses & distributions
- Benefits paid
- $25,496,486
- Administrative expenses
- $1,174,452
- Total expenses
- $26,670,938
- Net increase / (decrease)
- -$806,571
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| A.W. Rehn & Associates, Inc. | NONE | $277,900 | not reported in the loaded dataset | 2023 |
| Panagora Asset Management, Inc. | NONE | $149,407 | $0 | 2023 |
| Milliman, Inc | NONE | $133,898 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $110,042 | not reported in the loaded dataset | 2023 |
| Versus Advisory, Inc. | NONE | $99,375 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Pe Fund Vii, Lp | NONE | $0 | $67,496 | 2023 |
| Turner Stoeve & Gagliardi, P.S. | NONE | $38,620 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $22,814 | not reported in the loaded dataset | 2023 |
| Us Bank,Na | NONE | $20,358 | $0 | 2023 |
| Washington Trust Bank | NONE | $7,237 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $3,241 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The I.B.E.W. Pacific Coast Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Spokane, WA
- A.W. Rehn & Associates, Inc. — Schedule C compensation
- Panagora Asset Management, Inc. — Schedule C compensation
- Milliman, Inc — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Versus Advisory, Inc. — Schedule C compensation
- Hamilton Lane Pe Fund Vii, Lp — Schedule C compensation
- Turner Stoeve & Gagliardi, P.S. — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Us Bank,Na — Schedule C compensation
- Washington Trust Bank — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation