2023 Form 5500 filing — Ibew Local #972 Pension Plan And Trust
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 20241021122952NAL0000859763001) for Ibew Local #972 Pension Plan And Trust, reported by Joint Board Of Trustees Of The Ibew Local 972 Pension Fund under EIN 31-0964117 and plan number 001. It reports 654 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241021122952NAL0000859763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Joint Board Of Trustees Of The Ibew Local 972 Pension Fund
- EIN
- 31-0964117
- Plan number
- 001
- Location
- Reno, OH
- Participants
- 654
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $82,412,234
- Total liabilities (EOY)
- $17,361
- Net assets (EOY)
- $82,394,873
- Employer contributions
- $3,726,782
- Total income / additions
- $16,323,908
- Benefits paid
- $2,395,961
- Administrative expenses
- $244,518
- Total expenses
- $2,640,479
- Net increase / (decrease)
- $13,683,429
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $80,073 | not reported in the loaded dataset |
| Atlanta Consulting Group | NONE | $44,431 | not reported in the loaded dataset |
| Gray Griffith And Mays Ac | NONE | $31,790 | not reported in the loaded dataset |
| Whp | NONE | $30,818 | not reported in the loaded dataset |
| American Benefit Corporation | NONE | $25,975 | not reported in the loaded dataset |
| Atlanta Consulting Group Advis | NONE | $13,554 | not reported in the loaded dataset |
| Ruble, Robert T | NONE | $7,646 | not reported in the loaded dataset |