2023 Form 5500 filing — International Brotherhood Of Electrical Workers Local Union #756 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 20250501201007NAL0002645075003) for International Brotherhood Of Electrical Workers Local Union #756 Pension Fund, reported by Board Of Trustees Ibew Local Union # 756 Pension Fund under EIN 59-6556447 and plan number 001. It reports 571 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250501201007NAL0002645075003
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees Ibew Local Union # 756 Pension Fund
EIN
59-6556447
Plan number
001
Location
Fleming Island, FL
Participants
571
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$33,937,094
Net assets (EOY)
$33,937,094
Employer contributions
$2,290,505
Total income / additions
$6,598,294
Benefits paid
$4,306,544
Administrative expenses
$318,534
Total expenses
$4,625,078
Net increase / (decrease)
$1,973,216
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
National Employee Benefit AdminCONTRACT ADMINIST$57,916not reported in the loaded dataset
Smith, Gambrell, & Russell, LlpATTORNEY$18,997not reported in the loaded dataset
Sawgrass Asset Management LLCINVESTMENT MANAGEMENT$15,366not reported in the loaded dataset
Steven D Eisenberg Cpa PaAUDITOR$14,175not reported in the loaded dataset

Related Form 5500 pages