2023 Form 5500 filing — I.B.E.W. Local 540 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 20250808153014NAL0005602320002) for I.B.E.W. Local 540 Pension Fund, reported by I.B.E.W. Local 540 Pension Fund under EIN 34-6701444 and plan number 001. It reports 1,027 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250808153014NAL0005602320002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- I.B.E.W. Local 540 Pension Fund
- EIN
- 34-6701444
- Plan number
- 001
- Location
- Canfield, OH
- Participants
- 1,027
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $126,145,071
- Total liabilities (EOY)
- $282,113
- Net assets (EOY)
- $125,862,958
- Employer contributions
- $8,649,494
- Total income / additions
- $27,805,534
- Benefits paid
- $11,926,090
- Administrative expenses
- $591,243
- Total expenses
- $12,517,333
- Net increase / (decrease)
- $15,288,201
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT CUSTODIAN | $155,222 | not reported in the loaded dataset |
| Cuni, Rust & Strenk | ACTUARY | $89,983 | not reported in the loaded dataset |
| Benesys, Inc. | THIRD PARTY ADMINISTRATOR | $69,429 | not reported in the loaded dataset |
| National Real Estate Advisors | INVESTMENT MANAGER | $51,762 | not reported in the loaded dataset |
| Ullico Investment Advisors | INVESTMENT MANAGER | $45,366 | not reported in the loaded dataset |
| Pbgc Premium | NONE | $35,945 | not reported in the loaded dataset |
| Manning & Napier | INVESTMENT MANAGER | $35,722 | not reported in the loaded dataset |
| Macala & Piatt LLC | ATTORNEY | $32,495 | not reported in the loaded dataset |
| Yurchyk & Davis Cpa'S, Inc. | AUDITOR | $19,400 | not reported in the loaded dataset |
| Huntington National Bank | BANKING SERVICES | $5,100 | not reported in the loaded dataset |