2023 Form 5500 filing — I.B.E.W. Local 456 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 20241012163915NAL0023703281001) for I.B.E.W. Local 456 Pension Plan, reported by Ibew Joint Pension Fund Local 456 under EIN 22-6238995 and plan number 001. It reports 1,521 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012163915NAL0023703281001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Joint Pension Fund Local 456
- EIN
- 22-6238995
- Plan number
- 001
- Location
- West Trenton, NJ
- Participants
- 1,521
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $276,075,910
- Total liabilities (EOY)
- $2,839,539
- Net assets (EOY)
- $273,236,371
- Employer contributions
- $17,216,140
- Total income / additions
- $50,499,276
- Benefits paid
- $18,260,098
- Administrative expenses
- $1,895,738
- Total expenses
- $20,155,836
- Net increase / (decrease)
- $30,343,440
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| I.E. Shaffer & Co. | NONE | $372,056 | not reported in the loaded dataset |
| Ubs Financial Services | NONE | $261,214 | not reported in the loaded dataset |
| Neuberger Berman, LLC | NONE | $213,577 | not reported in the loaded dataset |
| Kayne Anderson Rudnick Investment | NONE | $177,924 | not reported in the loaded dataset |
| Blackstone Alternative Asset Manage | NONE | $144,408 | $0 |
| Diamond Hill Capital Management Inc | NONE | $129,143 | not reported in the loaded dataset |
| Jp Morgan | NONE | $120,838 | not reported in the loaded dataset |
| Richmond Capital Management | NONE | $107,737 | not reported in the loaded dataset |
| Manning And Napier Advisors, LLC | NONE | $73,665 | not reported in the loaded dataset |
| Mspc Certified Public Accountants | NONE | $54,075 | not reported in the loaded dataset |
| Bradford & Marzec | NONE | $50,246 | not reported in the loaded dataset |
| Kroll & Heineman | NONE | $33,570 | not reported in the loaded dataset |
| Summit Actuarial Services | NONE | $26,000 | not reported in the loaded dataset |
| Lindabury, Mccormick, Estabrook | NONE | $20,335 | not reported in the loaded dataset |
| New Brunswick Electricians Club | NONE | $17,740 | not reported in the loaded dataset |
| Invesco Investment Management Co | NONE | $7,193 | not reported in the loaded dataset |