2023 Form 5500 filing — Ibew Local 466 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 20241013144506NAL0012461635001) for Ibew Local 466 Pension Plan, reported by Joint Board Of Trustees Of Ibew Local 466 Pension under EIN 55-0708649 and plan number 001. It reports 453 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013144506NAL0012461635001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Of Ibew Local 466 Pension
- EIN
- 55-0708649
- Plan number
- 001
- Location
- Ona, WV
- Participants
- 453
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $128,568,962
- Total liabilities (EOY)
- $85,082
- Net assets (EOY)
- $128,483,880
- Employer contributions
- $4,868,799
- Participant contributions
- $131,514
- Total income / additions
- $26,414,187
- Benefits paid
- $8,404,588
- Administrative expenses
- $131,586
- Total expenses
- $8,536,174
- Net increase / (decrease)
- $17,878,013
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Benefit Corporation | CONTRACT ADMINISTRATOR | $30,000 | not reported in the loaded dataset |
| Standard Valuations | INVESTMENT CONSULTANT | $24,750 | not reported in the loaded dataset |
| Peter L Smith | CONSULTANT | $20,681 | not reported in the loaded dataset |
| John Dascoli Pllc | ATTORNEY | $14,317 | not reported in the loaded dataset |
| Frank N Hestand Cpa Psc | AUDITOR | $11,048 | not reported in the loaded dataset |
| Emplower Advisory Group | INVESTMENT MANAGER | $4,386 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |