I.B.E.W. Local 490 Pension Fund — Form 5500 plan (Joint Board Of Trustees Of I.B.E.W. 490 Pension)
Plain-English plan 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, I.B.E.W. Local 490 Pension Fund is a benefit plan reported by Joint Board Of Trustees Of I.B.E.W. 490 Pension under EIN 02-6026500 and plan number 001. The latest loaded filing year is 2023. The filing reports 622 participants and $65,676,992 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Of I.B.E.W. 490 Pension
- EIN
- 02-6026500
- Plan number
- 001
- Plan type
- 1
- Location
- Concord, NH
- Latest filing year
- 2023
- Participants
- 622
- End-of-year plan assets
- $65,676,992
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 622 | H, C | 20250311112205NAL0017457473001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,676,992
- Total liabilities (EOY)
- $33,869
- Net assets (EOY)
- $65,643,123
- Net assets (BOY)
- $57,691,969
Income & contributions
- Employer contributions
- $2,693,989
- Total contributions
- $2,693,989
- Total income / additions
- $11,734,159
Expenses & distributions
- Benefits paid
- $3,386,257
- Administrative expenses
- $396,748
- Total expenses
- $3,783,005
- Net increase / (decrease)
- $7,951,154
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| James Lukeman | EMPLOYEE | $122,846 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Invest | NONE | $42,445 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Bolton Partners Northeast, Inc. | NONE | $30,300 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $19,722 | not reported in the loaded dataset | 2023 |
| Mr. Microchip | NONE | $16,561 | not reported in the loaded dataset | 2023 |
| National Real Estate Advisors, LLC | NONE | $10,472 | not reported in the loaded dataset | 2023 |
| Krakow, Souris, & Landry LLC | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Ifm Investors Advisor LLC | NONE | $9,727 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $6,394 | $0 | 2023 |
| Brandywine Global Investment Manage | NONE | $5,355 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Of I.B.E.W. 490 Pension
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Concord, NH
- James Lukeman — Schedule C compensation
- Intercontinental Real Estate Invest — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Bolton Partners Northeast, Inc. — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Mr. Microchip — Schedule C compensation
- National Real Estate Advisors, LLC — Schedule C compensation
- Krakow, Souris, & Landry LLC — Schedule C compensation
- Ifm Investors Advisor LLC — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Brandywine Global Investment Manage — Schedule C compensation