2023 Form 5500 filing — I.B.E.W. Pacific Coast 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 20250113140316NAL0010207507001) for I.B.E.W. Pacific Coast Pension Fund, reported by Board Of Trustees Of The I.B.E.W. Pacific Coast Pension Fund under EIN 94-6128032 and plan number 001. It reports 3,318 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250113140316NAL0010207507001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The I.B.E.W. Pacific Coast Pension Fund
- EIN
- 94-6128032
- Plan number
- 001
- Location
- Spokane, WA
- Participants
- 3,318
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $227,567,935
- Total liabilities (EOY)
- $794,594
- Net assets (EOY)
- $226,773,341
- Employer contributions
- $11,217,308
- Total income / additions
- $25,864,367
- Benefits paid
- $25,496,486
- Administrative expenses
- $1,174,452
- Total expenses
- $26,670,938
- Net increase / (decrease)
- -$806,571
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| A.W. Rehn & Associates, Inc. | NONE | $277,900 | not reported in the loaded dataset |
| Panagora Asset Management, Inc. | NONE | $149,407 | $0 |
| Milliman, Inc | NONE | $133,898 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $110,042 | not reported in the loaded dataset |
| Versus Advisory, Inc. | NONE | $99,375 | not reported in the loaded dataset |
| Hamilton Lane Pe Fund Vii, Lp | NONE | $0 | $67,496 |
| Turner Stoeve & Gagliardi, P.S. | NONE | $38,620 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $22,814 | not reported in the loaded dataset |
| Us Bank,Na | NONE | $20,358 | $0 |
| Washington Trust Bank | NONE | $7,237 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $3,241 |