Local Union 1710 Ibew Pension Trust Fund — Form 5500 plan (Board Of Trustees, Local Union 1710 Ibew Pension)
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, Local Union 1710 Ibew Pension Trust Fund is a benefit plan reported by Board Of Trustees, Local Union 1710 Ibew Pension under EIN 95-3826843 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,996 participants and $16,739,928 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Local Union 1710 Ibew Pension
- EIN
- 95-3826843
- Plan number
- 001
- Plan type
- 1
- Location
- West Covina, CA
- Latest filing year
- 2023
- Participants
- 1,996
- End-of-year plan assets
- $16,739,928
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,996 | H, C | 20250411105505NAL0026078625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,739,928
- Total liabilities (EOY)
- $9,853
- Net assets (EOY)
- $16,730,075
- Net assets (BOY)
- $17,108,332
Income & contributions
- Employer contributions
- $702,481
- Total contributions
- $702,481
- Total income / additions
- $1,829,833
Expenses & distributions
- Benefits paid
- $1,808,080
- Administrative expenses
- $400,010
- Total expenses
- $2,208,090
- Net increase / (decrease)
- -$378,257
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys Administrators | NONE | $141,207 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $53,102 | not reported in the loaded dataset | 2023 |
| Verus Advisory, Inc. | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| U.S. Bank | NONE | $24,757 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $16,800 | not reported in the loaded dataset | 2023 |
| Melissa W. Cook And Associates | NONE | $10,351 | not reported in the loaded dataset | 2023 |
| Withum Smith Brown | NONE | $7,201 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Local Union 1710 Ibew Pension
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in West Covina, CA
- Benesys Administrators — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Verus Advisory, Inc. — Schedule C compensation
- U.S. Bank — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Melissa W. Cook And Associates — Schedule C compensation
- Withum Smith Brown — Schedule C compensation