Local 1158 Ibew Afl-Cio Pension Fund — Form 5500 plan (Local 1158 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, Local 1158 Ibew Afl-Cio Pension Fund is a benefit plan reported by Local 1158 Pension Fund under EIN 22-2021330 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,122 participants and $14,853,403 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 1158 Pension Fund
- EIN
- 22-2021330
- Plan number
- 001
- Plan type
- 1
- Location
- Clifton, NJ
- Latest filing year
- 2023
- Participants
- 1,122
- End-of-year plan assets
- $14,853,403
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,122 | H, C | 20241015145142NAL0056777122003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,853,403
- Total liabilities (EOY)
- $100,460
- Net assets (EOY)
- $14,752,943
- Net assets (BOY)
- $13,095,002
Income & contributions
- Employer contributions
- $1,486,567
- Total contributions
- $1,486,567
- Total income / additions
- $3,353,302
Expenses & distributions
- Benefits paid
- $1,022,839
- Administrative expenses
- $672,522
- Total expenses
- $1,695,361
- Net increase / (decrease)
- $1,657,941
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Michael Tortorelli | EMPLOYEE | $83,855 | not reported in the loaded dataset | 2023 |
| The Segal Company | ACTUARIAL | $74,539 | not reported in the loaded dataset | 2023 |
| George Serio | EMPLOYEE | $62,623 | not reported in the loaded dataset | 2023 |
| Christine Fawcett | EMPLOYEE | $61,636 | not reported in the loaded dataset | 2023 |
| Joseph P. Calabro | ASSISTANT ADMINISTRATOR | $56,601 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | INVESTMENT MANAGEMENT | $46,526 | not reported in the loaded dataset | 2023 |
| Advanced Hvac Services | CONTRACTOR | $36,225 | not reported in the loaded dataset | 2023 |
| Donna Cerniglia | EMPLOYEE | $19,842 | not reported in the loaded dataset | 2023 |
| Carella Byrne | LEGAL | $18,000 | not reported in the loaded dataset | 2023 |
| Bruzzi Landscaping | CONTRACTOR | $13,847 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 1158 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Clifton, NJ
- Michael Tortorelli — Schedule C compensation
- The Segal Company — Schedule C compensation
- George Serio — Schedule C compensation
- Christine Fawcett — Schedule C compensation
- Joseph P. Calabro — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Advanced Hvac Services — Schedule C compensation
- Donna Cerniglia — Schedule C compensation
- Carella Byrne — Schedule C compensation
- Bruzzi Landscaping — Schedule C compensation