2023 Form 5500 filing — Local Union 212 Ibew Pension Trust 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 20250131163011NAL0001531219002) for Local Union 212 Ibew Pension Trust Fund, reported by Local Union No 212 Ibew Pension under EIN 31-6127280 and plan number 001. It reports 2,874 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250131163011NAL0001531219002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local Union No 212 Ibew Pension
- EIN
- 31-6127280
- Plan number
- 001
- Location
- Cincinnati, OH
- Participants
- 2,874
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $288,312,737
- Total liabilities (EOY)
- $469,074
- Net assets (EOY)
- $287,843,663
- Employer contributions
- $16,205,555
- Total income / additions
- $45,253,312
- Benefits paid
- $22,286,637
- Administrative expenses
- $1,206,468
- Total expenses
- $23,493,105
- Net increase / (decrease)
- $21,760,207
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions, Inc. | NONE | $187,021 | not reported in the loaded dataset |
| National Investment Services, Inc. | NONE | $131,135 | not reported in the loaded dataset |
| Clarion Lion Industrial Trust | NONE | $101,899 | not reported in the loaded dataset |
| Strategic Capital Investment Adviso | NONE | $87,107 | not reported in the loaded dataset |
| Cuni, Rust & Strenk | NONE | $82,964 | not reported in the loaded dataset |
| Clarion Lion Properties Fund, Lp | NONE | $71,881 | not reported in the loaded dataset |
| Stockbridge Smart Markets Fund, Lp | NONE | $65,749 | not reported in the loaded dataset |
| Kelley Galloway Smith Goolsby, Psc | NONE | $59,979 | not reported in the loaded dataset |
| Stockbridge Niche Logistics Fund Lp | NONE | $53,149 | not reported in the loaded dataset |
| Washington Capital Management, Inc. | NONE | $49,472 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | not reported in the loaded dataset | $47,100 | $0 |
| Pnc Bank, National Association | NONE | $40,673 | $0 |
| Ledbetter Partners, LLC | NONE | $37,362 | not reported in the loaded dataset |
| Great Gray Trust Company, LLC | NONE | $21,835 | $0 |
| Ares Real Estate Secured Income Fun | NONE | $17,966 | not reported in the loaded dataset |