2023 Form 5500 filing — Ibt Consolidated 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 20241014105400NAL0013162291004) for Ibt Consolidated Pension Plan, reported by Bd Of Trustees Of Ibt Consolidated Pension Fund under EIN 82-2153627 and plan number 001. It reports 4,274 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105400NAL0013162291004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Of Ibt Consolidated Pension Fund
- EIN
- 82-2153627
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 4,274
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $171,141,153
- Total liabilities (EOY)
- $233,583
- Net assets (EOY)
- $170,907,570
- Employer contributions
- $10,210,617
- Total income / additions
- $23,922,260
- Benefits paid
- $3,192,430
- Administrative expenses
- $1,696,983
- Total expenses
- $4,889,413
- Net increase / (decrease)
- $19,032,847
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwest Administrators, Inc. | NONE | $674,583 | not reported in the loaded dataset |
| The Mckeogh Company | NONE | $171,422 | not reported in the loaded dataset |
| Venable, Llp | NONE | $92,345 | not reported in the loaded dataset |
| Eqt Fund Management | NONE | $90,909 | $0 |
| The Bank Of Bny Mellon | NONE | $64,725 | $0 |
| Aberdeen Standard Investments Inc. | NONE | $59,912 | not reported in the loaded dataset |
| K&H Integrated Print Solutions | NONE | $46,243 | not reported in the loaded dataset |
| Ernst & Young | NONE | $43,478 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $37,000 | not reported in the loaded dataset |
| Nepc | NONE | $34,922 | not reported in the loaded dataset |
| Brandywine Global Inv Mgmnt LLC | NONE | $31,028 | $0 |
| Northbridge Partners LLC | NONE | $24,775 | $0 |
| Calibre Cpa Group, Pllc | NONE | $21,928 | not reported in the loaded dataset |
| Crayhill Capital Management Lp | NONE | $20,711 | $0 |
| Pnc Bank, Na | NONE | $17,984 | $0 |
| Francisco Partners | NONE | $14,192 | $0 |
| Nisa Investment Advisors, LLC | NONE | $12,233 | not reported in the loaded dataset |
| Calodine Credit Management | NONE | $10,885 | $0 |
| William Blair | NONE | $10,411 | $0 |
| Fact Capital Lp | NONE | $9,218 | $0 |
| Segal Select Ins. Services, Inc. | NONE | $0 | $9,102 |
| Kayne Anderson Rudnick | NONE | $2,841 | $0 |