2023 Form 5500 filing — I.B.E.W. Local Union No. 90 Pension Fund
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 20241015100442NAL0029204273003) for I.B.E.W. Local Union No. 90 Pension Fund, reported by Joint Board Of Trustees I.B.E.W. Local 90 Pension Fund under EIN 06-6077020 and plan number 001. It reports 1,087 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015100442NAL0029204273003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees I.B.E.W. Local 90 Pension Fund
- EIN
- 06-6077020
- Plan number
- 001
- Location
- Wallingford, CT
- Participants
- 1,087
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $88,549,243
- Total liabilities (EOY)
- $176,858
- Net assets (EOY)
- $88,372,385
- Employer contributions
- $8,830,107
- Total income / additions
- $16,800,514
- Benefits paid
- $9,217,479
- Administrative expenses
- $578,808
- Total expenses
- $9,796,287
- Net increase / (decrease)
- $7,004,227
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Asset Management | NONE | $127,062 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $69,655 | not reported in the loaded dataset |
| Zenith American | NONE | $58,884 | not reported in the loaded dataset |
| Robert Cheverie & Associates | NONE | $56,400 | not reported in the loaded dataset |
| Summit Actuarial Services LLC | NONE | $47,500 | not reported in the loaded dataset |
| Wellington Trust Company, Na | NONE | $47,409 | not reported in the loaded dataset |
| Segal Select Insurance Service, Inc | NONE | $30,046 | not reported in the loaded dataset |
| The Segal Company | NONE | $30,000 | not reported in the loaded dataset |
| Principal Custody Solutions | not reported in the loaded dataset | $24,022 | not reported in the loaded dataset |
| Beers, Hamerman, Cohen & Burger, Pc | NONE | $22,215 | not reported in the loaded dataset |
| Novak Francella | NONE | $6,273 | not reported in the loaded dataset |