International Brotherhood Of Electrical Workers Local Union 98 Pension Plan — Form 5500 plan (Board Of Trustees International Brotherh Electrical Workers Pension Pl)
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, International Brotherhood Of Electrical Workers Local Union 98 Pension Plan is a benefit plan reported by Board Of Trustees International Brotherh Electrical Workers Pension Pl under EIN 23-1990722 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,563 participants and $554,614,284 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees International Brotherh Electrical Workers Pension Pl
- EIN
- 23-1990722
- Plan number
- 001
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 4,563
- End-of-year plan assets
- $554,614,284
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,563 | H, C | 20241015181153NAL0017023251002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $554,614,284
- Total liabilities (EOY)
- $1,146,815
- Net assets (EOY)
- $553,467,469
- Net assets (BOY)
- $485,622,168
Income & contributions
- Employer contributions
- $45,885,019
- Total contributions
- $45,885,019
- Total income / additions
- $111,039,686
Expenses & distributions
- Benefits paid
- $40,301,084
- Administrative expenses
- $2,893,301
- Total expenses
- $43,194,385
- Net increase / (decrease)
- $67,845,301
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lsv Asset Management | NONE | $471,459 | not reported in the loaded dataset | 2023 |
| Union Labor Life Insurance Company | NONE | $424,811 | $0 | 2023 |
| Goodwin Capital Advisors | NONE | $190,220 | not reported in the loaded dataset | 2023 |
| Harbourvest Partners LLC | NONE | $0 | $188,120 | 2023 |
| Newtower Trust Company | NONE | $0 | $152,399 | 2023 |
| National Real Estate Advisors LLC | NONE | $148,467 | $0 | 2023 |
| Pinnacle Asset Management Lp | NONE | $0 | $139,836 | 2023 |
| Frank M. Vacarro & Associates | NONE | $138,201 | not reported in the loaded dataset | 2023 |
| Cheiron,Inc. | NONE | $128,928 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Advisors, LLC | NONE | $0 | $124,834 | 2023 |
| Cleary, Josem & Trigiani Llp | NONE | $114,178 | not reported in the loaded dataset | 2023 |
| Pinnacle Associates Gp, LLC | NONE | $0 | $108,308 | 2023 |
| Pnc Bank National Association | NONE | $90,376 | $0 | 2023 |
| Marco Consulting Group | NONE | $85,000 | not reported in the loaded dataset | 2023 |
| Nb Alternatives Advisers LLC | NONE | $0 | $83,902 | 2023 |
| Novak Francella LLC | NONE | $70,615 | not reported in the loaded dataset | 2023 |
| Blackrock Investment Managment LLC | NONE | $0 | $57,382 | 2023 |
| Fox Rothschild Llp | NONE | $17,429 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees International Brotherh Electrical Workers Pension Pl
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Lsv Asset Management — Schedule C compensation
- Union Labor Life Insurance Company — Schedule C compensation
- Goodwin Capital Advisors — Schedule C compensation
- Harbourvest Partners LLC — Schedule C compensation
- Newtower Trust Company — Schedule C compensation
- National Real Estate Advisors LLC — Schedule C compensation
- Pinnacle Asset Management Lp — Schedule C compensation
- Frank M. Vacarro & Associates — Schedule C compensation
- Cheiron,Inc. — Schedule C compensation
- Hamilton Lane Advisors, LLC — Schedule C compensation
- Cleary, Josem & Trigiani Llp — Schedule C compensation
- Pinnacle Associates Gp, LLC — Schedule C compensation
- Pnc Bank National Association — Schedule C compensation
- Marco Consulting Group — Schedule C compensation
- Nb Alternatives Advisers LLC — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Blackrock Investment Managment LLC — Schedule C compensation
- Fox Rothschild Llp — Schedule C compensation