2023 Form 5500 filing — Ibew Local No. 60 Pension
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 20241002130553NAL0004027107005) for Ibew Local No. 60 Pension, reported by Ibew Local No. 60 Pension Plan Trust Fund under EIN 74-1870479 and plan number 001. It reports 2,640 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002130553NAL0004027107005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local No. 60 Pension Plan Trust Fund
- EIN
- 74-1870479
- Plan number
- 001
- Location
- Albuquerque, NM
- Participants
- 2,640
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,734,359
- Net assets (EOY)
- $83,734,359
- Employer contributions
- $4,140,527
- Total income / additions
- $14,625,398
- Benefits paid
- $2,702,639
- Administrative expenses
- $396,588
- Total expenses
- $3,099,227
- Net increase / (decrease)
- $11,526,171
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southwest Service Administrators | PARTY IN INTEREST | $93,120 | not reported in the loaded dataset |
| Harper & Pearson Company, Pc | PARTY IN INTEREST | $71,596 | not reported in the loaded dataset |
| Horizon Actuarial Services LLC | PARTY IN INTEREST | $47,560 | not reported in the loaded dataset |
| Rbc Capital Markets | PARTY IN INTEREST | $29,329 | not reported in the loaded dataset |
| Connors & Winters, Llp | PARTY IN INTEREST | $16,019 | not reported in the loaded dataset |