2023 Form 5500 filing — Ibew Local Union No. 915 Pension-Annuity 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 20250401203216NAL0004344083003) for Ibew Local Union No. 915 Pension-Annuity Fund, reported by Ibew Local No. 915 Pension-Annuity Fund under EIN 59-6518568 and plan number 001. It reports 1,819 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250401203216NAL0004344083003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local No. 915 Pension-Annuity Fund
- EIN
- 59-6518568
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 1,819
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $98,137,251
- Total liabilities (EOY)
- $38,193
- Net assets (EOY)
- $98,099,058
- Employer contributions
- $6,300,677
- Total income / additions
- $18,162,815
- Benefits paid
- $4,699,970
- Administrative expenses
- $223,277
- Total expenses
- $4,923,247
- Net increase / (decrease)
- $13,239,568
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marshfield Associates | INVESTMENT MANAGER | $60,805 | not reported in the loaded dataset |
| Ziegler Capital Management | INVESTMENT MANAGER | $39,421 | $0 |
| Southern Benefit Administrators Inc | THIRD PARTY ADMINISTRATOR | $34,291 | not reported in the loaded dataset |
| Standard Valuations | INVESTMENT ADVISORY | $28,000 | not reported in the loaded dataset |
| Venable Law Firm | ATTORNEY | $18,762 | not reported in the loaded dataset |
| Steven D Eisenberg Cpa,Pa | AUDITOR | $13,957 | not reported in the loaded dataset |
| Union Bank & Trust | CUSTODIAL | $9,908 | not reported in the loaded dataset |