I. B. E. W. Local 25 401k Fund — Form 5500 plan (Board Of Trustees Of I.B.E.W. Local 25 401k Fund)
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 25 401k Fund is a benefit plan reported by Board Of Trustees Of I.B.E.W. Local 25 401k Fund under EIN 11-2744709 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,896 participants and $395,600,573 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of I.B.E.W. Local 25 401k Fund
- EIN
- 11-2744709
- Plan number
- 003
- Plan type
- 1
- Location
- Hauppauge, NY
- Latest filing year
- 2023
- Participants
- 2,896
- End-of-year plan assets
- $395,600,573
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,896 | H, C | 20240731160512NAL0014528419001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $395,600,573
- Total liabilities (EOY)
- $198,639
- Net assets (EOY)
- $395,401,934
- Net assets (BOY)
- $361,374,055
Income & contributions
- Employer contributions
- $4,456,192
- Participant contributions
- $13,580,810
- Total contributions
- $18,053,927
- Total income / additions
- $52,180,127
Expenses & distributions
- Benefits paid
- $16,872,921
- Administrative expenses
- $1,279,327
- Total expenses
- $18,152,248
- Net increase / (decrease)
- $34,027,879
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Investment Services | NONE | $168,547 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | NONE | $130,672 | $0 | 2023 |
| Loomis Sayles Trust Company, LLC | NONE | $93,565 | not reported in the loaded dataset | 2023 |
| Panagora Asset Management | NONE | $70,372 | $0 | 2023 |
| Lsv Asset Management | NONE | $55,491 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $44,601 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | NONE | $36,000 | not reported in the loaded dataset | 2023 |
| Intech Investment Management, LLC | NONE | $28,319 | not reported in the loaded dataset | 2023 |
| Archer, Byington, Glennon & Levine | NONE | $20,450 | not reported in the loaded dataset | 2023 |
| Berard & Associates, Cpa'S Pc | NONE | $5,400 | not reported in the loaded dataset | 2023 |
| Union Labor Life Insurance Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of I.B.E.W. Local 25 401k Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Hauppauge, NY
- National Investment Services — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Loomis Sayles Trust Company, LLC — Schedule C compensation
- Panagora Asset Management — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Intech Investment Management, LLC — Schedule C compensation
- Archer, Byington, Glennon & Levine — Schedule C compensation
- Berard & Associates, Cpa'S Pc — Schedule C compensation
- Union Labor Life Insurance Company — Schedule C compensation