I. B. E. W. Local 25 Pension Fund — Form 5500 plan (Board Of Trustees I.B.E.W. Local 25 Pension 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 Pension Fund is a benefit plan reported by Board Of Trustees I.B.E.W. Local 25 Pension Fund under EIN 11-6038558 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,601 participants and $298,882,899 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees I.B.E.W. Local 25 Pension Fund
- EIN
- 11-6038558
- Plan number
- 001
- Plan type
- 1
- Location
- Hauppauge, NY
- Latest filing year
- 2023
- Participants
- 3,601
- End-of-year plan assets
- $298,882,899
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,601 | H, C | 20240731150058NAL0034312784001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $298,882,899
- Total liabilities (EOY)
- $335,016
- Net assets (EOY)
- $298,547,883
- Net assets (BOY)
- $274,220,604
Income & contributions
- Employer contributions
- $15,828,930
- Total contributions
- $15,828,930
- Total income / additions
- $44,254,660
Expenses & distributions
- Benefits paid
- $18,737,649
- Administrative expenses
- $1,189,732
- Total expenses
- $19,927,381
- Net increase / (decrease)
- $24,327,279
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Panagora Asset Management | NONE | $114,012 | $0 | 2023 |
| Bank Of New York Mellon | NONE | $104,424 | $0 | 2023 |
| Prudential Insurance Co. Of America | NONE | $79,146 | $0 | 2023 |
| Loomis Sayles Trust Company, LLC | NONE | $65,492 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $57,846 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors LLC | NONE | $53,754 | $0 | 2023 |
| Cbiz Retirement Plan Services | NONE | $50,200 | not reported in the loaded dataset | 2023 |
| Intech Investment Management, LLC | NONE | $46,630 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $43,695 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | NONE | $41,000 | not reported in the loaded dataset | 2023 |
| Archer, Byington, Glennon & Levine | NONE | $29,878 | 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 I.B.E.W. Local 25 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Hauppauge, NY
- Panagora Asset Management — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Prudential Insurance Co. Of America — Schedule C compensation
- Loomis Sayles Trust Company, LLC — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Ullico Investment Advisors LLC — Schedule C compensation
- Cbiz Retirement Plan Services — Schedule C compensation
- Intech Investment Management, LLC — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Schultheis & Panettieri, Llp — 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