2023 Form 5500 filing — Local 1158 Ibew Afl-Cio 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 20241015145142NAL0056777122003) for Local 1158 Ibew Afl-Cio Pension Fund, reported by Local 1158 Pension Fund under EIN 22-2021330 and plan number 001. It reports 1,122 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145142NAL0056777122003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 1158 Pension Fund
- EIN
- 22-2021330
- Plan number
- 001
- Location
- Clifton, NJ
- Participants
- 1,122
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,853,403
- Total liabilities (EOY)
- $100,460
- Net assets (EOY)
- $14,752,943
- Employer contributions
- $1,486,567
- Total income / additions
- $3,353,302
- Benefits paid
- $1,022,839
- Administrative expenses
- $672,522
- Total expenses
- $1,695,361
- Net increase / (decrease)
- $1,657,941
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Michael Tortorelli | EMPLOYEE | $83,855 | not reported in the loaded dataset |
| The Segal Company | ACTUARIAL | $74,539 | not reported in the loaded dataset |
| George Serio | EMPLOYEE | $62,623 | not reported in the loaded dataset |
| Christine Fawcett | EMPLOYEE | $61,636 | not reported in the loaded dataset |
| Joseph P. Calabro | ASSISTANT ADMINISTRATOR | $56,601 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | INVESTMENT MANAGEMENT | $46,526 | not reported in the loaded dataset |
| Advanced Hvac Services | CONTRACTOR | $36,225 | not reported in the loaded dataset |
| Donna Cerniglia | EMPLOYEE | $19,842 | not reported in the loaded dataset |
| Carella Byrne | LEGAL | $18,000 | not reported in the loaded dataset |
| Bruzzi Landscaping | CONTRACTOR | $13,847 | not reported in the loaded dataset |