Joint Pension Fund Of Local Union No 102 — Form 5500 plan (Joint Pension Fund Of Local Union No 102 Ibew Board Of Trustees)

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, Joint Pension Fund Of Local Union No 102 is a benefit plan reported by Joint Pension Fund Of Local Union No 102 Ibew Board Of Trustees under EIN 22-1615726 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,307 participants and $671,623,368 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Joint Pension Fund Of Local Union No 102 Ibew Board Of Trustees
EIN
22-1615726
Plan number
001
Plan type
1
Location
Parsippany, NJ
Latest filing year
2023
Participants
4,307
End-of-year plan assets
$671,623,368

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,307H, C20241010080202NAL0035220784001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$671,623,368
Total liabilities (EOY)
$744,011
Net assets (EOY)
$670,879,357
Net assets (BOY)
$606,908,332

Income & contributions

Employer contributions
$32,324,160
Total contributions
$32,324,160
Total income / additions
$99,818,287

Expenses & distributions

Benefits paid
$33,639,505
Administrative expenses
$2,207,757
Total expenses
$35,847,262
Net increase / (decrease)
$63,971,025

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wcm Focused Intl Growth Fund, LpNONE$353,918not reported in the loaded dataset2023
Ie Shaffer And CompanyNONE$345,766not reported in the loaded dataset2023
Lazard Asset ManagementNONE$254,459not reported in the loaded dataset2023
Weaver C Barksdale And Assoc IncNONE$188,785not reported in the loaded dataset2023
Sage Advisory ServicesNONE$146,202not reported in the loaded dataset2023
Gw & K Investment ManagementNONE$120,370not reported in the loaded dataset2023
Chartwell Investment Partners LLCNONE$108,041not reported in the loaded dataset2023
Loomis Sayles Trust CoNONE$84,499not reported in the loaded dataset2023
Manning & Napier Advisors LLCNONE$73,214not reported in the loaded dataset2023
Dolan Mceniry Capital ManagementNONE$69,242not reported in the loaded dataset2023
Morgan Stanley GraystoneNONE$62,727not reported in the loaded dataset2023
Cbiz Retirement Plan ServicesNONE$58,088not reported in the loaded dataset2023
Gerson & Assoc., Cpas And AdvisorsNONE$52,892not reported in the loaded dataset2023
Northern Trust CorporationNONE$41,790not reported in the loaded dataset2023
Law Offices Of Timothy R Hott PcNONE$21,754not reported in the loaded dataset2023
Oransy Scaraggi And Borg PcNONE$18,133not reported in the loaded dataset2023
Shaughnessy Giella, Cpa, P.C.NONE$12,000not reported in the loaded dataset2023

Related Form 5500 pages