2023 Form 5500 filing — I. B. E. W. Local 25 401k 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 20240731160512NAL0014528419001) for I. B. E. W. Local 25 401k Fund, reported by Board Of Trustees Of I.B.E.W. Local 25 401k Fund under EIN 11-2744709 and plan number 003. It reports 2,896 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731160512NAL0014528419001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of I.B.E.W. Local 25 401k Fund
- EIN
- 11-2744709
- Plan number
- 003
- Location
- Hauppauge, NY
- Participants
- 2,896
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $395,600,573
- Total liabilities (EOY)
- $198,639
- Net assets (EOY)
- $395,401,934
- Employer contributions
- $4,456,192
- Participant contributions
- $13,580,810
- Total income / additions
- $52,180,127
- Benefits paid
- $16,872,921
- Administrative expenses
- $1,279,327
- Total expenses
- $18,152,248
- Net increase / (decrease)
- $34,027,879
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| National Investment Services | NONE | $168,547 | not reported in the loaded dataset |
| Bank Of New York Mellon | NONE | $130,672 | $0 |
| Loomis Sayles Trust Company, LLC | NONE | $93,565 | not reported in the loaded dataset |
| Panagora Asset Management | NONE | $70,372 | $0 |
| Lsv Asset Management | NONE | $55,491 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $44,601 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | NONE | $36,000 | not reported in the loaded dataset |
| Intech Investment Management, LLC | NONE | $28,319 | not reported in the loaded dataset |
| Archer, Byington, Glennon & Levine | NONE | $20,450 | 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 |