2023 Form 5500 filing — I.B.E.W. Local No. 728 Pension Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240712140534NAL0011341203001) for I.B.E.W. Local No. 728 Pension Fund, reported by Trustees Of I.B.E.W. Local No. 728 Pension Fund under EIN 59-6510428 and plan number 001. It reports 1,382 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240712140534NAL0011341203001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of I.B.E.W. Local No. 728 Pension Fund
- EIN
- 59-6510428
- Plan number
- 001
- Location
- Pembroke Pines, FL
- Participants
- 1,382
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,455,560
- Total liabilities (EOY)
- $74,781
- Net assets (EOY)
- $67,380,779
- Employer contributions
- $1,676,944
- Total income / additions
- $7,730,255
- Benefits paid
- $3,010,848
- Administrative expenses
- $639,362
- Total expenses
- $3,650,210
- Net increase / (decrease)
- $4,080,045
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Captrust | NONE | $125,532 | not reported in the loaded dataset |
| Neba | NONE | $119,838 | not reported in the loaded dataset |
| Sugarman And Susskind | NONE | $85,621 | not reported in the loaded dataset |
| Boyd Watterson Asset Management LLC | NONE | $72,255 | $0 |
| Horizon Actuarial Services | NONE | $51,006 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $21,300 | not reported in the loaded dataset |
| Comerica | NONE | $18,573 | $0 |
| J.P. Morgan Asset Management | NONE | $17,138 | not reported in the loaded dataset |
| Ibew Local 728 Union | RELATED LABOR UNION | $16,878 | not reported in the loaded dataset |
| Profund Solutions LLC | NONE | $10,800 | not reported in the loaded dataset |
| Rhumbline Advisers Corp | NONE | $8,688 | not reported in the loaded dataset |
| Truist | NONE | $7,479 | not reported in the loaded dataset |