Ibew Local No. 223 Pension — Form 5500 plan (Ibew Local No. 223 Union)
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, Ibew Local No. 223 Pension is a benefit plan reported by Ibew Local No. 223 Union under EIN 04-2780301 and plan number 005. The latest loaded filing year is 2023. The filing reports 732 participants and $58,771,671 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local No. 223 Union
- EIN
- 04-2780301
- Plan number
- 005
- Plan type
- 1
- Location
- Meriden, CT
- Latest filing year
- 2023
- Participants
- 732
- End-of-year plan assets
- $58,771,671
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 732 | H, C | 20241014092747NAL0013059843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,771,671
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,771,671
- Net assets (BOY)
- $51,521,653
Income & contributions
- Employer contributions
- $7,107,082
- Total contributions
- $7,107,082
- Total income / additions
- $11,714,337
Expenses & distributions
- Benefits paid
- $4,044,254
- Administrative expenses
- $420,065
- Total expenses
- $4,464,319
- Net increase / (decrease)
- $7,250,018
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segal Consulting | ACTUARY | $100,227 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | PLAN ADMINISTRATOR | $87,024 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | CONSULTANTS | $63,654 | not reported in the loaded dataset | 2023 |
| Loomis Sayes And Co Lp | CONSULTANTS | $41,227 | not reported in the loaded dataset | 2023 |
| Segal Roitman Llp | ATTORNEY | $22,990 | not reported in the loaded dataset | 2023 |
| Us Bank | CONSULTANTS | $17,225 | not reported in the loaded dataset | 2023 |
| Lapier Dillon And Associates Pc | AUDITOR | $12,086 | not reported in the loaded dataset | 2023 |
| Ubs | CONSULTANTS | $10,324 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local No. 223 Union
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Meriden, CT
- Segal Consulting — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Loomis Sayes And Co Lp — Schedule C compensation
- Segal Roitman Llp — Schedule C compensation
- Us Bank — Schedule C compensation
- Lapier Dillon And Associates Pc — Schedule C compensation
- Ubs — Schedule C compensation