2023 Form 5500 filing — I.B.E.W. Local 490 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 20250311112205NAL0017457473001) for I.B.E.W. Local 490 Pension Fund, reported by Joint Board Of Trustees Of I.B.E.W. 490 Pension under EIN 02-6026500 and plan number 001. It reports 622 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$65.6MReported net assets$65,643,123
Participants622
Provider compensation$313.8K11 Schedule C row(s)$313,822
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250311112205NAL0017457473001
- Plan sponsor
- Joint Board Of Trustees Of I.B.E.W. 490 Pension
- EIN
- 02-6026500
- Plan number
- 001
- Location
- Concord, NH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$65.7M total assets
Net assets$65.6MLiabilities$33.9K
Full reported line items
- Total assets (EOY)
- $65,676,992
- Total liabilities (EOY)
- $33,869
- Net assets (EOY)
- $65,643,123
- Employer contributions
- $2,693,989
- Total income / additions
- $11,734,159
- Benefits paid
- $3,386,257
- Administrative expenses
- $396,748
- Total expenses
- $3,783,005
- Net increase / (decrease)
- $7,951,154
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| James Lukeman | EMPLOYEE | $122,846 | not reported in the loaded dataset |
| Intercontinental Real Estate Invest | NONE | $42,445 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $40,000 | not reported in the loaded dataset |
| Bolton Partners Northeast, Inc. | NONE | $30,300 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $19,722 | not reported in the loaded dataset |
| Mr. Microchip | NONE | $16,561 | not reported in the loaded dataset |
| National Real Estate Advisors, LLC | NONE | $10,472 | not reported in the loaded dataset |
| Krakow, Souris, & Landry LLC | NONE | $10,000 | not reported in the loaded dataset |
| Ifm Investors Advisor LLC | NONE | $9,727 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $6,394 | $0 |
| Brandywine Global Investment Manage | NONE | $5,355 | not reported in the loaded dataset |