2023 Form 5500 filing — Ibew Local 1249 Pension Plan
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 20241008083212NAL0028161472002) for Ibew Local 1249 Pension Plan, reported by Ibew Local 1249 Pension Fund Board Of Trustees under EIN 15-6035161 and plan number 001. It reports 4,764 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008083212NAL0028161472002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local 1249 Pension Fund Board Of Trustees
- EIN
- 15-6035161
- Plan number
- 001
- Location
- Cicero, NY
- Participants
- 4,764
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $571,881,172
- Total liabilities (EOY)
- $2,360,553
- Net assets (EOY)
- $569,520,619
- Employer contributions
- $66,030,648
- Total income / additions
- $109,961,646
- Benefits paid
- $18,005,372
- Administrative expenses
- $3,049,129
- Total expenses
- $21,054,501
- Net increase / (decrease)
- $88,907,145
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Chase Bank | NONE | $556,502 | not reported in the loaded dataset |
| Ryan Youngman | NONE | $294,648 | not reported in the loaded dataset |
| Joseph Mccarthy | NONE | $168,598 | not reported in the loaded dataset |
| William Atherton | NONE | $110,866 | not reported in the loaded dataset |
| Deborah Ann Tyoe | NONE | $96,383 | not reported in the loaded dataset |
| Vanessa Scharf | NONE | $83,377 | not reported in the loaded dataset |
| Aristotle Capital Management | NONE | $79,343 | not reported in the loaded dataset |
| Cecy Wilson | NONE | $72,903 | not reported in the loaded dataset |
| Diana Wozniak | NONE | $69,832 | not reported in the loaded dataset |
| Blitman & King | NONE | $66,104 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $63,101 | $0 |
| Amy Serwinowski | NONE | $59,319 | not reported in the loaded dataset |
| Jessica Moskal | NONE | $53,858 | not reported in the loaded dataset |
| Carrie Lojacono | NONE | $52,337 | not reported in the loaded dataset |
| Bonadio & Co., Llp | NONE | $39,300 | not reported in the loaded dataset |
| O'Sullivan Associates, Inc | NONE | $38,700 | not reported in the loaded dataset |
| Waycross Partners LLC | NONE | $28,658 | $0 |
| Pronexus LLC | NONE | $21,580 | not reported in the loaded dataset |