2023 Form 5500 filing — I. B. E. W. Local 25 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 20240731150058NAL0034312784001) for I. B. E. W. Local 25 Pension Fund, reported by Board Of Trustees I.B.E.W. Local 25 Pension Fund under EIN 11-6038558 and plan number 001. It reports 3,601 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731150058NAL0034312784001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees I.B.E.W. Local 25 Pension Fund
- EIN
- 11-6038558
- Plan number
- 001
- Location
- Hauppauge, NY
- Participants
- 3,601
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $298,882,899
- Total liabilities (EOY)
- $335,016
- Net assets (EOY)
- $298,547,883
- Employer contributions
- $15,828,930
- Total income / additions
- $44,254,660
- Benefits paid
- $18,737,649
- Administrative expenses
- $1,189,732
- Total expenses
- $19,927,381
- Net increase / (decrease)
- $24,327,279
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Panagora Asset Management | NONE | $114,012 | $0 |
| Bank Of New York Mellon | NONE | $104,424 | $0 |
| Prudential Insurance Co. Of America | NONE | $79,146 | $0 |
| Loomis Sayles Trust Company, LLC | NONE | $65,492 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $57,846 | not reported in the loaded dataset |
| Ullico Investment Advisors LLC | NONE | $53,754 | $0 |
| Cbiz Retirement Plan Services | NONE | $50,200 | not reported in the loaded dataset |
| Intech Investment Management, LLC | NONE | $46,630 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $43,695 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | NONE | $41,000 | not reported in the loaded dataset |
| Archer, Byington, Glennon & Levine | NONE | $29,878 | not reported in the loaded dataset |
| Berard & Associates, Cpa'S Pc | NONE | $5,400 | not reported in the loaded dataset |
| Union Labor Life Insurance Company | NONE | $0 | $0 |