2023 Form 5500 filing — Ibew Local 332 Pension Plan Part B
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 20241016022540NAL0050373248001) for Ibew Local 332 Pension Plan Part B, reported by Board Of Trusteees, Ibew Local 332 Pension Plan Part B under EIN 51-6105118 and plan number 005. It reports 3,950 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016022540NAL0050373248001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trusteees, Ibew Local 332 Pension Plan Part B
- EIN
- 51-6105118
- Plan number
- 005
- Location
- San Jose, CA
- Participants
- 3,950
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $788,515,268
- Total liabilities (EOY)
- $1,154,903
- Net assets (EOY)
- $787,360,365
- Employer contributions
- $31,382,500
- Participant contributions
- $16,700,943
- Total income / additions
- $136,593,386
- Benefits paid
- $39,046,351
- Administrative expenses
- $1,541,432
- Total expenses
- $40,587,783
- Net increase / (decrease)
- $96,005,603
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Administrative Services | NONE | $298,642 | not reported in the loaded dataset |
| Nwps | NONE | $210,195 | not reported in the loaded dataset |
| Ferguson Wellman | NONE | $182,782 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $103,764 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $87,293 | not reported in the loaded dataset |
| Wells Fargo Advisors | NONE | $69,000 | not reported in the loaded dataset |
| Kraw Law Group | NONE | $45,111 | not reported in the loaded dataset |
| Smart Source Critical Communication | NONE | $44,051 | not reported in the loaded dataset |
| Joseph Herrle | NONE | $24,420 | not reported in the loaded dataset |
| Rv Kuhns & Associates, Inc | NONE | $7,500 | not reported in the loaded dataset |