2023 Form 5500 filing — N.E.C.A.-I.B.E.W. Local Union No. 35 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 20250217083955NAL0001678641001) for N.E.C.A.-I.B.E.W. Local Union No. 35 Pension Fund, reported by Bd Of Trustees -N.E.C.A.-I.B.E.W. Local Union No. 35 Pension Fund under EIN 06-6152969 and plan number 001. It reports 921 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250217083955NAL0001678641001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees -N.E.C.A.-I.B.E.W. Local Union No. 35 Pension Fund
- EIN
- 06-6152969
- Plan number
- 001
- Location
- Meriden, CT
- Participants
- 921
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,497,351
- Total liabilities (EOY)
- $113,244
- Net assets (EOY)
- $80,384,107
- Employer contributions
- $5,027,126
- Total income / additions
- $11,770,223
- Benefits paid
- $7,595,213
- Administrative expenses
- $608,969
- Total expenses
- $8,204,182
- Net increase / (decrease)
- $3,566,041
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions, Inc. | NONE | $77,784 | not reported in the loaded dataset |
| Meketa Investment Group Llp | NONE | $66,223 | not reported in the loaded dataset |
| Harborvest Partners, LLC | NONE | $0 | $55,894 |
| Ifm Investors, LLC | NONE | $55,539 | $0 |
| Robert Cheverie & Assoc. | NONE | $50,000 | not reported in the loaded dataset |
| National Real Estate Advisors, LLC | NONE | $48,934 | not reported in the loaded dataset |
| Cbiz Inc | NONE | $47,600 | not reported in the loaded dataset |
| Ubs Realty Investors LLC | NONE | $44,527 | not reported in the loaded dataset |
| Rcp Advisors 2, LLC | NONE | $0 | $31,785 |
| Principal Custody Solutions | NONE | $25,594 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $18,231 | not reported in the loaded dataset |
| Hamilton Lane Advisors, LLC | NONE | $0 | $18,172 |
| The Union Labor Life Ins. Co. | NONE | $5,928 | $0 |