2023 Form 5500 filing — Ibew Local 269 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 20241011094337NAL0022503953002) for Ibew Local 269 Pension Plan, reported by Ibew Local 269 Pension Fund under EIN 23-7301491 and plan number 001. It reports 1,614 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011094337NAL0022503953002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local 269 Pension Fund
- EIN
- 23-7301491
- Plan number
- 001
- Location
- West Trenton, NJ
- Participants
- 1,614
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $199,784,146
- Total liabilities (EOY)
- $330,716
- Net assets (EOY)
- $199,453,430
- Employer contributions
- $12,097,198
- Total income / additions
- $37,803,067
- Benefits paid
- $11,348,345
- Administrative expenses
- $1,330,641
- Total expenses
- $12,678,986
- Net increase / (decrease)
- $25,124,081
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| I.E. Shaffer & Co. | NONE | $273,621 | not reported in the loaded dataset |
| Wachovia Bank Na | NONE | $170,688 | not reported in the loaded dataset |
| Lazard Asset Management LLC | NONE | $91,549 | not reported in the loaded dataset |
| Western Asset Management | NONE | $90,248 | not reported in the loaded dataset |
| Wcm Investment Management | NONE | $85,197 | not reported in the loaded dataset |
| Copeland Capital Management, LLC | NONE | $78,915 | not reported in the loaded dataset |
| Voya Investments | NONE | $70,097 | not reported in the loaded dataset |
| Baird Funds Inc. C/O U.S. Bancorp | NONE | $61,913 | not reported in the loaded dataset |
| Bentall Green Oak | NONE | $54,175 | not reported in the loaded dataset |
| Mept Newtower Trust | NONE | $53,286 | not reported in the loaded dataset |
| Mspc Certified Public Accountants | NONE | $30,742 | not reported in the loaded dataset |
| Pfm Advisors | NONE | $30,000 | not reported in the loaded dataset |
| The Mckeogh Company | NONE | $22,000 | not reported in the loaded dataset |
| Pellettieri, Rabstein & Altman | NONE | $20,873 | not reported in the loaded dataset |
| Vanguard Institution Investor Servi | NONE | $20,160 | not reported in the loaded dataset |
| Vanguard | NONE | $11,453 | not reported in the loaded dataset |
| Allspring Global Investments LLC | NONE | $10,508 | not reported in the loaded dataset |