2023 Form 5500 filing — Local Union 1158 I.B.E.W. Pension Fund - Pa
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 20250415084418NAL0006060434002) for Local Union 1158 I.B.E.W. Pension Fund - Pa, reported by Board Of Trustees Of The Local Union 1158 I.B.E.W. Pension Fund-Pa under EIN 23-2009068 and plan number 001. It reports 1,140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415084418NAL0006060434002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Local Union 1158 I.B.E.W. Pension Fund-Pa
- EIN
- 23-2009068
- Plan number
- 001
- Location
- Clifton, NJ
- Participants
- 1,140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,349,812
- Total liabilities (EOY)
- $21,460
- Net assets (EOY)
- $32,328,352
- Total income / additions
- $6,159,469
- Benefits paid
- $2,123,677
- Administrative expenses
- $374,983
- Total expenses
- $2,498,660
- Net increase / (decrease)
- $3,660,809
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions Inc | NONE | $130,200 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney, LLC | NONE | $56,420 | $0 |
| The Segal Company | NONE | $33,836 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $19,800 | not reported in the loaded dataset |
| Wcm Investment Management | NONE | $17,394 | $0 |
| Carella,Byrne,Cecchi,Olstein,Brody | NONE | $13,285 | not reported in the loaded dataset |
| Pnc Bank, Na | NONE | $7,940 | not reported in the loaded dataset |