Ibew Local 684 Pension Trust — Form 5500 plan (Board Of Trustees, Ibew Local 684 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, Ibew Local 684 Pension Trust is a benefit plan reported by Board Of Trustees, Ibew Local 684 Pension Trust under EIN 94-6442909 and plan number 001. The latest loaded filing year is 2023. The filing reports 710 participants and $76,207,002 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Ibew Local 684 Pension Trust
- EIN
- 94-6442909
- Plan number
- 001
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 710
- End-of-year plan assets
- $76,207,002
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 710 | H, C | 20250115192503NAL0022204033001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,207,002
- Total liabilities (EOY)
- $258,241
- Net assets (EOY)
- $75,948,761
- Net assets (BOY)
- $69,075,695
Income & contributions
- Employer contributions
- $5,441,959
- Total contributions
- $5,441,959
- Total income / additions
- $11,304,477
Expenses & distributions
- Benefits paid
- $3,795,836
- Administrative expenses
- $635,575
- Total expenses
- $4,431,411
- Net increase / (decrease)
- $6,873,066
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Verus Advisory, Inc. | NONE | $146,951 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | NONE | $94,805 | not reported in the loaded dataset | 2023 |
| Asb Capital Management, LLC | NONE | $55,812 | not reported in the loaded dataset | 2023 |
| Northwest Pension Services | NONE | $39,600 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc. | NONE | $33,616 | not reported in the loaded dataset | 2023 |
| Pimco | NONE | $28,441 | $0 | 2023 |
| Miller Kaplan Arase Llp | NONE | $24,085 | not reported in the loaded dataset | 2023 |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $22,655 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc. | NONE | $22,293 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $21,074 | $0 | 2023 |
| Voya Investment Trust Company | NONE | $18,046 | $0 | 2023 |
| Prudential Trust Co. | NONE | $17,661 | $0 | 2023 |
| Panagora Asset Management, Inc. | NONE | $15,707 | $0 | 2023 |
| U.S. Bank | NONE | $12,995 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Ibew Local 684 Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Verus Advisory, Inc. — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Asb Capital Management, LLC — Schedule C compensation
- Northwest Pension Services — Schedule C compensation
- Ullico Investment Advisors Inc. — Schedule C compensation
- Pimco — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Neyhart, Anderson, Flynn & Grosboll — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Voya Investment Trust Company — Schedule C compensation
- Prudential Trust Co. — Schedule C compensation
- Panagora Asset Management, Inc. — Schedule C compensation
- U.S. Bank — Schedule C compensation