2023 Form 5500 filing — Ibew Local Union No. 479 Pension Trust 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 20241011085826NAL0010747731001) for Ibew Local Union No. 479 Pension Trust Fund, reported by Trustees Of Ibew Local Union No 479 Pension Trust Fund under EIN 74-6183767 and plan number 001. It reports 1,898 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011085826NAL0010747731001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ibew Local Union No 479 Pension Trust Fund
- EIN
- 74-6183767
- Plan number
- 001
- Location
- Beaumont, TX
- Participants
- 1,898
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $144,820,158
- Total liabilities (EOY)
- $66,171
- Net assets (EOY)
- $144,753,987
- Employer contributions
- $3,662,589
- Total income / additions
- $23,136,256
- Benefits paid
- $5,936,311
- Administrative expenses
- $371,094
- Total expenses
- $6,307,405
- Net increase / (decrease)
- $16,828,851
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hgk Trinity Street | INV MGMT | $67,380 | not reported in the loaded dataset |
| Fidelity Manage Trust | INV MGMT | $61,985 | not reported in the loaded dataset |
| Benefit Resources, Inc. | ADMINISTRATOR | $45,664 | not reported in the loaded dataset |
| Segal Marco | INV ADVISOR | $45,000 | not reported in the loaded dataset |
| The Segal Co | ACTUARY | $36,549 | not reported in the loaded dataset |
| Edwards And Leathers, P.C. | AUDITOR | $17,595 | not reported in the loaded dataset |