2023 Form 5500 filing — Local Union 400 I.B.E.W. Pension Plan
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 20250115111357NAL0021628849001) for Local Union 400 I.B.E.W. Pension Plan, reported by Int'L Brotherhood Of Elect. Workers Local Union 400 Pension Fund under EIN 22-6257847 and plan number 001. It reports 1,281 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115111357NAL0021628849001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Int'L Brotherhood Of Elect. Workers Local Union 400 Pension Fund
- EIN
- 22-6257847
- Plan number
- 001
- Location
- West Trenton, NJ
- Participants
- 1,281
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $183,697,235
- Total liabilities (EOY)
- $684,637
- Net assets (EOY)
- $183,012,598
- Employer contributions
- $9,195,684
- Total income / additions
- $29,681,289
- Benefits paid
- $11,244,086
- Administrative expenses
- $775,213
- Total expenses
- $12,019,299
- Net increase / (decrease)
- $17,661,990
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| I.E. Shaffer | NONE | $253,280 | not reported in the loaded dataset |
| Sage Advisory Services | NONE | $102,045 | not reported in the loaded dataset |
| Lazard | NONE | $99,629 | not reported in the loaded dataset |
| Morgan Stanley Graystone | NONE | $51,805 | not reported in the loaded dataset |
| Mspc Certified Public Accountants | NONE | $50,193 | not reported in the loaded dataset |
| First Actuarial Consulting | NONE | $41,250 | not reported in the loaded dataset |
| O'Brien, Belland & Bushinsky LLC | NONE | $33,873 | not reported in the loaded dataset |
| Northern Trust Corporation | NONE | $25,071 | not reported in the loaded dataset |
| Weaver C. Barksdale & Associates | NONE | $21,830 | not reported in the loaded dataset |
| Lindabury, Mccormick, Estabrook | NONE | $16,930 | not reported in the loaded dataset |