2023 Form 5500 filing — Ibew Local 684 Pension 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 20250115192503NAL0022204033001) for Ibew Local 684 Pension Trust, reported by Board Of Trustees, Ibew Local 684 Pension Trust under EIN 94-6442909 and plan number 001. It reports 710 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115192503NAL0022204033001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Ibew Local 684 Pension Trust
- EIN
- 94-6442909
- Plan number
- 001
- Location
- Pleasanton, CA
- Participants
- 710
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,207,002
- Total liabilities (EOY)
- $258,241
- Net assets (EOY)
- $75,948,761
- Employer contributions
- $5,441,959
- Total income / additions
- $11,304,477
- Benefits paid
- $3,795,836
- Administrative expenses
- $635,575
- Total expenses
- $4,431,411
- Net increase / (decrease)
- $6,873,066
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Verus Advisory, Inc. | NONE | $146,951 | not reported in the loaded dataset |
| Benesys, Inc. | NONE | $94,805 | not reported in the loaded dataset |
| Asb Capital Management, LLC | NONE | $55,812 | not reported in the loaded dataset |
| Northwest Pension Services | NONE | $39,600 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc. | NONE | $33,616 | not reported in the loaded dataset |
| Pimco | NONE | $28,441 | $0 |
| Miller Kaplan Arase Llp | NONE | $24,085 | not reported in the loaded dataset |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $22,655 | not reported in the loaded dataset |
| Washington Capital Management, Inc. | NONE | $22,293 | not reported in the loaded dataset |
| Comerica Bank | NONE | $21,074 | $0 |
| Voya Investment Trust Company | NONE | $18,046 | $0 |
| Prudential Trust Co. | NONE | $17,661 | $0 |
| Panagora Asset Management, Inc. | NONE | $15,707 | $0 |
| U.S. Bank | NONE | $12,995 | not reported in the loaded dataset |