2023 Form 5500 filing — Ibew Local 1799 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 20240812120516NAL0009325473001) for Ibew Local 1799 Pension Fund, reported by Board Of Trustees For The Ibew Local 1799 Pension under EIN 14-6065199 and plan number 001. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812120516NAL0009325473001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees For The Ibew Local 1799 Pension
- EIN
- 14-6065199
- Plan number
- 001
- Location
- Saratoga Springs, NY
- Participants
- 161
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,860,395
- Total liabilities (EOY)
- $5,814
- Net assets (EOY)
- $2,854,581
- Employer contributions
- $103,906
- Total income / additions
- $472,551
- Benefits paid
- $228,059
- Administrative expenses
- $104,701
- Total expenses
- $332,760
- Net increase / (decrease)
- $139,791
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $29,193 | $0 |
| Uhy Advisors | NONE | $25,215 | not reported in the loaded dataset |
| Bolton Partners Northeast Inc. | NONE | $19,440 | not reported in the loaded dataset |
| Holm & O'Hara Llp | NONE | $9,700 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $9,000 | not reported in the loaded dataset |