Local Union 1158 I.B.E.W. Pension Fund - Pa — Form 5500 plan (Board Of Trustees Of The Local Union 1158 I.B.E.W. Pension Fund-Pa)
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 1158 I.B.E.W. Pension Fund - Pa is a benefit plan reported by Board Of Trustees Of The Local Union 1158 I.B.E.W. Pension Fund-Pa under EIN 23-2009068 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,140 participants and $32,349,812 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Local Union 1158 I.B.E.W. Pension Fund-Pa
- EIN
- 23-2009068
- Plan number
- 001
- Plan type
- 1
- Location
- Clifton, NJ
- Latest filing year
- 2023
- Participants
- 1,140
- End-of-year plan assets
- $32,349,812
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,140 | H, C | 20250415084418NAL0006060434002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,349,812
- Total liabilities (EOY)
- $21,460
- Net assets (EOY)
- $32,328,352
- Net assets (BOY)
- $28,667,543
Income & contributions
- Total income / additions
- $6,159,469
Expenses & distributions
- Benefits paid
- $2,123,677
- Administrative expenses
- $374,983
- Total expenses
- $2,498,660
- Net increase / (decrease)
- $3,660,809
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions Inc | NONE | $130,200 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney, LLC | NONE | $56,420 | $0 | 2023 |
| The Segal Company | NONE | $33,836 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $19,800 | not reported in the loaded dataset | 2023 |
| Wcm Investment Management | NONE | $17,394 | $0 | 2023 |
| Carella,Byrne,Cecchi,Olstein,Brody | NONE | $13,285 | not reported in the loaded dataset | 2023 |
| Pnc Bank, Na | NONE | $7,940 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Local Union 1158 I.B.E.W. Pension Fund-Pa
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Clifton, NJ
- Zenith American Solutions Inc — Schedule C compensation
- Morgan Stanley Smith Barney, LLC — Schedule C compensation
- The Segal Company — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Wcm Investment Management — Schedule C compensation
- Carella,Byrne,Cecchi,Olstein,Brody — Schedule C compensation
- Pnc Bank, Na — Schedule C compensation