Ibew Local 1799 Pension Fund — Form 5500 plan (Board Of Trustees For The Ibew Local 1799 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, Ibew Local 1799 Pension Fund is a benefit plan reported by Board Of Trustees For The Ibew Local 1799 Pension under EIN 14-6065199 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $2,860,395 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees For The Ibew Local 1799 Pension
- EIN
- 14-6065199
- Plan number
- 001
- Plan type
- 1
- Location
- Saratoga Springs, NY
- Latest filing year
- 2023
- Participants
- 161
- End-of-year plan assets
- $2,860,395
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 161 | H, C | 20240812120516NAL0009325473001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,860,395
- Total liabilities (EOY)
- $5,814
- Net assets (EOY)
- $2,854,581
- Net assets (BOY)
- $2,714,790
Income & contributions
- Employer contributions
- $103,906
- Total contributions
- $103,906
- Total income / additions
- $472,551
Expenses & distributions
- Benefits paid
- $228,059
- Administrative expenses
- $104,701
- Total expenses
- $332,760
- Net increase / (decrease)
- $139,791
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $29,193 | $0 | 2023 |
| Uhy Advisors | NONE | $25,215 | not reported in the loaded dataset | 2023 |
| Bolton Partners Northeast Inc. | NONE | $19,440 | not reported in the loaded dataset | 2023 |
| Holm & O'Hara Llp | NONE | $9,700 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $9,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees For The Ibew Local 1799 Pension
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Saratoga Springs, NY
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Uhy Advisors — Schedule C compensation
- Bolton Partners Northeast Inc. — Schedule C compensation
- Holm & O'Hara Llp — Schedule C compensation
- Novak Francella LLC — Schedule C compensation