2023 Form 5500 filing — Pension Plan For The Local Union No. 131 International Brotherhood Of Electrical Wrkrs
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 20241008140007NAL0016822817003) for Pension Plan For The Local Union No. 131 International Brotherhood Of Electrical Wrkrs, reported by Board Of Trustees Of The Pen. Plan For The Local Union No. 131 Ibew under EIN 38-6234993 and plan number 001. It reports 987 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008140007NAL0016822817003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Pen. Plan For The Local Union No. 131 Ibew
- EIN
- 38-6234993
- Plan number
- 001
- Location
- Lansing, MI
- Participants
- 987
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $102,625,326
- Total liabilities (EOY)
- $31,826
- Net assets (EOY)
- $102,593,500
- Employer contributions
- $5,527,453
- Participant contributions
- $234,275
- Total income / additions
- $17,155,524
- Benefits paid
- $5,999,781
- Administrative expenses
- $203,517
- Total expenses
- $6,203,298
- Net increase / (decrease)
- $10,952,226
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meketa Investment Group | NONE | $68,500 | not reported in the loaded dataset |
| Reinhart, Boerner, Et Al | NONE | $31,626 | not reported in the loaded dataset |
| Wilson Mcshane Corporation | NONE | $28,157 | not reported in the loaded dataset |
| Tic Internatioinal Corporation | NONE | $18,544 | not reported in the loaded dataset |
| John Hancock Retirement Plan | not reported in the loaded dataset | $0 | not reported in the loaded dataset |