2023 Form 5500 filing — Ibew Local Union No 607 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 20241004121929NAL0023667938001) for Ibew Local Union No 607 Pension, reported by Trustees Of Ibew Local No 607 Pension Fund under EIN 23-6423158 and plan number 001. It reports 312 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004121929NAL0023667938001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ibew Local No 607 Pension Fund
- EIN
- 23-6423158
- Plan number
- 001
- Location
- Roseland, NJ
- Participants
- 312
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,181,791
- Total liabilities (EOY)
- $47,688
- Net assets (EOY)
- $20,134,103
- Employer contributions
- $906,733
- Total income / additions
- $4,148,512
- Benefits paid
- $1,245,550
- Administrative expenses
- $149,018
- Total expenses
- $1,394,568
- Net increase / (decrease)
- $2,753,944
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fabian & Byrn | NONE | $42,651 | not reported in the loaded dataset |
| Andco | NONE | $25,000 | not reported in the loaded dataset |
| Cowden Associates, Inc. | NONE | $22,000 | not reported in the loaded dataset |
| The Manufacturers And Trades Trust | NONE | $12,059 | $0 |
| Fischer Dorwart, Pc | NONE | $10,500 | not reported in the loaded dataset |
| Meyer Unkovic & Scott Llp | NONE | $9,069 | not reported in the loaded dataset |
| Kang, Haggerty & Fretbroyt LLC | NONE | $8,333 | not reported in the loaded dataset |