2023 Form 5500 filing — Ibew Local 508 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 20250414224510NAL0004327696001) for Ibew Local 508 Pension Fund, reported by Ibew Local 508 Pension Fund under EIN 58-6117431 and plan number 002. It reports 803 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414224510NAL0004327696001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local 508 Pension Fund
- EIN
- 58-6117431
- Plan number
- 002
- Location
- Atlanta, GA
- Participants
- 803
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,593,531
- Total liabilities (EOY)
- $31,273
- Net assets (EOY)
- $73,562,258
- Employer contributions
- $3,565,016
- Total income / additions
- $12,751,459
- Benefits paid
- $2,330,095
- Administrative expenses
- $289,195
- Total expenses
- $2,619,290
- Net increase / (decrease)
- $10,132,169
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Group, Inc. | NONE | $52,963 | $0 |
| Smith, Gambrell And Russell, Llp | NONE | $28,316 | not reported in the loaded dataset |
| National Employee Benefit Admin | NONE | $22,791 | not reported in the loaded dataset |
| Morgan Stanley Global Banking | NONE | $22,500 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $18,819 | not reported in the loaded dataset |
| Bha Consulting LLC | NONE | $9,222 | not reported in the loaded dataset |