Local Union 400 I.B.E.W. Pension Plan — Form 5500 plan (Int'L Brotherhood Of Elect. Workers Local Union 400 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 Union 400 I.B.E.W. Pension Plan is a benefit plan reported by Int'L Brotherhood Of Elect. Workers Local Union 400 Pension Fund under EIN 22-6257847 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,281 participants and $183,697,235 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Int'L Brotherhood Of Elect. Workers Local Union 400 Pension Fund
- EIN
- 22-6257847
- Plan number
- 001
- Plan type
- 1
- Location
- West Trenton, NJ
- Latest filing year
- 2023
- Participants
- 1,281
- End-of-year plan assets
- $183,697,235
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,281 | H, C | 20250115111357NAL0021628849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $183,697,235
- Total liabilities (EOY)
- $684,637
- Net assets (EOY)
- $183,012,598
- Net assets (BOY)
- $165,350,608
Income & contributions
- Employer contributions
- $9,195,684
- Total contributions
- $9,195,684
- Total income / additions
- $29,681,289
Expenses & distributions
- Benefits paid
- $11,244,086
- Administrative expenses
- $775,213
- Total expenses
- $12,019,299
- Net increase / (decrease)
- $17,661,990
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| I.E. Shaffer | NONE | $253,280 | not reported in the loaded dataset | 2023 |
| Sage Advisory Services | NONE | $102,045 | not reported in the loaded dataset | 2023 |
| Lazard | NONE | $99,629 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Graystone | NONE | $51,805 | not reported in the loaded dataset | 2023 |
| Mspc Certified Public Accountants | NONE | $50,193 | not reported in the loaded dataset | 2023 |
| First Actuarial Consulting | NONE | $41,250 | not reported in the loaded dataset | 2023 |
| O'Brien, Belland & Bushinsky LLC | NONE | $33,873 | not reported in the loaded dataset | 2023 |
| Northern Trust Corporation | NONE | $25,071 | not reported in the loaded dataset | 2023 |
| Weaver C. Barksdale & Associates | NONE | $21,830 | not reported in the loaded dataset | 2023 |
| Lindabury, Mccormick, Estabrook | NONE | $16,930 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Int'L Brotherhood Of Elect. Workers Local Union 400 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in West Trenton, NJ
- I.E. Shaffer — Schedule C compensation
- Sage Advisory Services — Schedule C compensation
- Lazard — Schedule C compensation
- Morgan Stanley Graystone — Schedule C compensation
- Mspc Certified Public Accountants — Schedule C compensation
- First Actuarial Consulting — Schedule C compensation
- O'Brien, Belland & Bushinsky LLC — Schedule C compensation
- Northern Trust Corporation — Schedule C compensation
- Weaver C. Barksdale & Associates — Schedule C compensation
- Lindabury, Mccormick, Estabrook — Schedule C compensation