Local 363 Ibew Supply House Employee Pension Fund — Form 5500 plan (Local 363 Ibew Supply House Employee Pension Fund Ttees)
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, Local 363 Ibew Supply House Employee Pension Fund is a benefit plan reported by Local 363 Ibew Supply House Employee Pension Fund Ttees under EIN 13-2972311 and plan number 001. The latest loaded filing year is 2023. The filing reports 107 participants and $5,915,559 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 363 Ibew Supply House Employee Pension Fund Ttees
- EIN
- 13-2972311
- Plan number
- 001
- Plan type
- 1
- Location
- Harriman, NY
- Latest filing year
- 2023
- Participants
- 107
- End-of-year plan assets
- $5,915,559
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 107 | I, C | 20241015181155NAL0029346721001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,915,559
- Total liabilities (EOY)
- $11,000
- Net assets (EOY)
- $5,904,559
- Net assets (BOY)
- $5,266,512
Income & contributions
- Employer contributions
- $254,898
- Total income / additions
- $1,041,459
Expenses & distributions
- Benefits paid
- $313,135
- Administrative expenses
- $84,343
- Total expenses
- $403,412
- Net increase / (decrease)
- $638,047
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc | NONE | $47,884 | $0 | 2023 |
| Morgan Stanley Smith Barney | NONE | $18,649 | $0 | 2023 |
| Mspc Certified Public Accountants | NONE | $10,300 | not reported in the loaded dataset | 2023 |
| Berard & Associates Pc | NONE | $6,150 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 363 Ibew Supply House Employee Pension Fund Ttees
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Harriman, NY
- Milliman, Inc — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Mspc Certified Public Accountants — Schedule C compensation
- Berard & Associates Pc — Schedule C compensation