2023 Form 5500 filing — Ibew Local 56 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 20250207162915NAL0024554704001) for Ibew Local 56 Pension Plan, reported by Board Of Trustees Ibew Local 56 Pension Plan under EIN 25-6149244 and plan number 001. It reports 538 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250207162915NAL0024554704001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Ibew Local 56 Pension Plan
- EIN
- 25-6149244
- Plan number
- 001
- Location
- Erie, PA
- Participants
- 538
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,996,521
- Total liabilities (EOY)
- $79,316
- Net assets (EOY)
- $68,917,205
- Employer contributions
- $2,706,719
- Total income / additions
- $8,414,726
- Benefits paid
- $4,218,606
- Administrative expenses
- $440,248
- Total expenses
- $4,658,854
- Net increase / (decrease)
- $3,755,872
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Manning And Napier, Inc. | NONE | $149,346 | not reported in the loaded dataset |
| Newtower Trust Company | NONE | $56,266 | $0 |
| Federated Equity | NONE | $43,863 | not reported in the loaded dataset |
| Andco Consulting | NONE | $28,767 | not reported in the loaded dataset |
| Usi Consulting Group | NONE | $26,225 | not reported in the loaded dataset |
| Pnc Bank Association | NONE | $18,927 | $0 |
| Diclaudio & Kramer, LLC | NONE | $16,035 | not reported in the loaded dataset |
| Meyer, Unkovic & Scott | NONE | $11,843 | not reported in the loaded dataset |
| Mariner Institutional, LLC | NONE | $5,967 | not reported in the loaded dataset |