2023 Form 5500 filing — I.B.E.W. Local Union No 357 Pension Trust Fund, Plan A
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 20241012145331NAL0024620465001) for I.B.E.W. Local Union No 357 Pension Trust Fund, Plan A, reported by I.B.E.W. Board Of Trustees For Local 357 Pension Trust under EIN 88-6023284 and plan number 001. It reports 4,619 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012145331NAL0024620465001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- I.B.E.W. Board Of Trustees For Local 357 Pension Trust
- EIN
- 88-6023284
- Plan number
- 001
- Location
- Las Vegas, NV
- Participants
- 4,619
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $533,731,141
- Total liabilities (EOY)
- $10,596,344
- Net assets (EOY)
- $523,134,797
- Employer contributions
- $41,730,959
- Total income / additions
- $89,523,390
- Benefits paid
- $30,381,354
- Administrative expenses
- $3,078,515
- Total expenses
- $33,459,869
- Net increase / (decrease)
- $56,063,521
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bny Mellon Investment Adviser, Inc. | NONE | $563,458 | $0 |
| Benesys, Inc | NONE | $327,485 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc. | NONE | $178,355 | not reported in the loaded dataset |
| Allspring Global Investments | NONE | $171,233 | $0 |
| Intercontinental Real Estate Corp | NONE | $165,000 | not reported in the loaded dataset |
| Milliman Inc | NONE | $143,665 | not reported in the loaded dataset |
| Brownstein Hyatt Farber Schreck Llp | NONE | $125,266 | not reported in the loaded dataset |
| National Real Estate Advisors, LLC | NONE | $115,316 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $108,750 | not reported in the loaded dataset |
| Global Trust Company | NONE | $108,469 | not reported in the loaded dataset |
| Bernzott Capital Advisors | NONE | $83,377 | not reported in the loaded dataset |
| Berry & Co., Cpa'S Ltd | NONE | $79,038 | not reported in the loaded dataset |
| Parametric Portfolio Associates LLC | NONE | $48,084 | not reported in the loaded dataset |
| Washington Capital Mgmt Inc | NONE | $46,821 | not reported in the loaded dataset |
| Smart Source, LLC | NONE | $37,893 | not reported in the loaded dataset |
| Schroder Investment Mgmt N. America | NONE | $32,639 | $0 |
| Foundry Partners, LLC | NONE | $26,729 | $0 |
| Bmo Harris Bank N.A. | NONE | $22,272 | $0 |